DFX Intelligence
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Team lift-out
2 advisors left S••••• A•••• M••••••••• for T••••• W••••• M•••••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 10, 2025
- Registered next
- Oct 16, 2025 to Oct 17, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, 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