DFX Intelligence
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Team lift-out
3 advisors left O•• P••••••• for G••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Steven Riggert | Dallas, Tx | Jan 2, 2025 | Jan 5, 2025 |
| Isaac Wayne Mccoy | Dallas, Tx | Jan 2, 2025 | Jan 3, 2025 |
| Micah Nathaniel Wheat | Dallas, Tx | Jan 2, 2025 | Jan 13, 2025 |
The rule
- Registrations ended
- Jan 2, 2025
- Registered next
- Jan 5, 2025 to Jan 13, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape