DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for C••••••••• I••••••••• A•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Thor Hoppess | Plano, Tx | Jan 22, 2025 | Jan 22, 2025 |
| Jonathan Graham Williams | Plano, Tx | Jan 22, 2025 | Jan 17, 2025 |
| Jerome Caulk | Plano, Tx | Jan 23, 2025 | Jan 17, 2025 |
The rule
- Registrations ended
- Jan 22, 2025 to Jan 23, 2025
- Registered next
- Jan 17, 2025 to Jan 22, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 11,856 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape