DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left N••• F•••••••• G••••• I••• for B•••••• W•••••• W••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Carlyle BlakelyHouston, TxJul 10, 2025Jun 12, 2023
Kathryn SwanHouston, TxJul 10, 2025Jun 9, 2023
Paul Nicholas ButlerHouston, TxJul 10, 2025Jun 12, 2023
Sloan Dylan WaltersHouston, TxJul 10, 2025Jun 9, 2023
The rule
Registrations ended
Jul 10, 2025
Registered next
Jun 9, 2023 to Jun 12, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
254 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape
Other teams out of N••• F•••••••• G••••• I•••Other teams into B•••••• W•••••• W••••• M•••••••••