DFX Intelligence
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Team lift-out
2 advisors left S••••••• C••••••• L•• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connee Berckart Sullivan | Austin, Tx | Mar 27, 2025 | Feb 28, 2025 |
| Kevin Andrew Kaylakie | Austin, Tx | Mar 27, 2025 | Mar 3, 2025 |
The rule
- Registrations ended
- Mar 27, 2025
- Registered next
- Feb 28, 2025 to Mar 3, 2025
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape