DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••••••••• W••••• M••••••••• for X••• S•••••••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Aaron Lee Evers | Houston, Tx | Nov 5, 2025 | Sep 15, 2025 |
| Philip S Gibson | Houston, Tx | Nov 5, 2025 | Aug 8, 2025 |
The rule
- Registrations ended
- Nov 5, 2025
- Registered next
- Aug 8, 2025 to Sep 15, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape