DFX Intelligence
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Team lift-out
2 advisors left E•••••••• W••••• A••••••• for E•••••• F•••••••• E••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Makayla Dawn Machacek | Plano, Tx | Dec 15, 2025 | Jan 14, 2026 |
| Marious Donovan Yancheson | Plano, Tx | Dec 15, 2025 | Jan 14, 2026 |
The rule
- Registrations ended
- Dec 15, 2025
- Registered next
- Jan 14, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape