DFX Intelligence
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Team lift-out
2 advisors left A••••• I••••••••• P•••••••• L•• for I••••••••• S•••••••• W••••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexis Viroya Browne Roberts | Montgomery, Tx | Mar 6, 2026 | Mar 10, 2026 |
| Jason William Browne | Montgomery, Tx | Mar 6, 2026 | Mar 10, 2026 |
The rule
- Registrations ended
- Mar 6, 2026
- Registered next
- Mar 10, 2026
- Branch state
- TX
- Cities
- 1, most in Montgomery, 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