DFX Intelligence
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Team lift-out
2 advisors left C••• F•••••••• S•••••••• L••• for P•• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael William Alexander | Spring, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Patrick Meraz | Houston, Tx | Mar 31, 2025 | Apr 3, 2025 |
| Rafael Balderrabano | Houston, Tx | Mar 31, 2025 | Apr 1, 2025 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Apr 1, 2025 to Apr 3, 2025
- Branch state
- TX
- Cities
- 2, most in Spring, Tx
- Registered there that day
- 464 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape