DFX Intelligence
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Team lift-out
3 advisors left R•• C••••••• L•• for I••••• P••••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Karen Ames Garner | Sugar Land, Tx | Dec 4, 2025 | Dec 12, 2025 |
| Scott Francis Davis | Sugar Land, Tx | Dec 4, 2025 | Dec 4, 2025 |
The rule
- Registrations ended
- Dec 4, 2025
- Registered next
- Dec 4, 2025 to Jan 6, 2026
- Branch state
- TX
- Cities
- 1, most in Sugar Land, Tx
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape