DFX Intelligence
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Team lift-out
4 advisors left A••••••••• F•••••••• S•••••••• L•• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Snowden | Sachse, Tx | Jul 2, 2026 | Jun 29, 2026 |
| Shannon Marie Harris | Plano, Tx | Jul 7, 2026 | Jun 29, 2026 |
| Amy K Bonzon | The Woodlands, Tx | Jul 8, 2026 | Jun 29, 2026 |
| Sarah Anne Walsh | Plano, Tx | Jul 8, 2026 | Jun 29, 2026 |
The rule
- Registrations ended
- Jul 2, 2026 to Jul 8, 2026
- Registered next
- Jun 29, 2026
- Branch state
- TX
- Cities
- 3, most in Plano, Tx
- Registered there that day
- 12,906 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape