DFX Intelligence
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Team lift-out
2 advisors left T•••• C•••••• B••• P•••••• W••••• A••••••• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barrett Fitzgerald Jackson | Dallas, Tx | Jun 17, 2025 | Aug 18, 2025 |
| David Bugarin | Dallas, Tx | Jun 27, 2025 | Nov 13, 2025 |
The rule
- Registrations ended
- Jun 17, 2025 to Jun 27, 2025
- Registered next
- Aug 18, 2025 to Nov 13, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 57 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- Succession by the destination
- none on the tape