DFX Intelligence
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Team lift-out
2 advisors left T•••••••• A•••••••• L•• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Lee Simmons | Metairie, La | May 19, 2026 | May 19, 2026 |
| Lori Marie Delatorre | Metairie, La | May 19, 2026 | May 19, 2026 |
The rule
- Registrations ended
- May 19, 2026
- Registered next
- May 19, 2026
- Branch state
- LA
- Cities
- 1, most in Metairie, La
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape