DFX Intelligence
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Team lift-out
2 advisors left S••••• S•••• I••••••••• M••••••••• L•• for P•• A•••• M••••••••• C•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Steven Tesler | Houston, Tx | Mar 31, 2026 | May 6, 2026 |
| Gregory Cornell Bowden | Houston, Tx | Mar 31, 2026 | Jan 8, 2025 |
The rule
- Registrations ended
- Mar 31, 2026
- Registered next
- Jan 8, 2025 to May 6, 2026
- 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