DFX Intelligence
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Team lift-out
3 advisors left H•••••• T••••••• • K•••• L•• for B•••••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luis Miguel Dieguez | Charlotte, Nc | Jan 26, 2026 | Jan 28, 2026 |
| Patrick Jay Galvin | Charlotte, Nc | Jan 26, 2026 | Jan 26, 2026 |
| Leah Grace Williams | Charlotte, Nc | Feb 6, 2026 | Feb 6, 2026 |
The rule
- Registrations ended
- Jan 26, 2026 to Feb 6, 2026
- Registered next
- Jan 26, 2026 to Feb 6, 2026
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 444 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape