DFX Intelligence
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Team lift-out
2 advisors left M•• W••••• M••••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Marcelo Deanda | Addison, Tx | Mar 30, 2026 | Mar 5, 2026 |
| Michael Glen Bailey | Addison, Tx | Mar 30, 2026 | Mar 13, 2026 |
The rule
- Registrations ended
- Mar 30, 2026
- Registered next
- Mar 5, 2026 to Mar 13, 2026
- Branch state
- TX
- Cities
- 1, most in Addison, 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