DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left O•• P••••••• for A••••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Michael WoodDallas, TxJan 5, 2026Jul 12, 2024
Michael Peter MansurDallas, TxJan 5, 2026Jul 12, 2024
William H LittleDallas, TxJan 5, 2026Jul 12, 2024
The rule
Registrations ended
Jan 5, 2026
Registered next
Jul 12, 2024
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape
Other teams out of O•• P•••••••Other teams into A••••••• W••••• M••••••••• L••