DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for S•••••••• A••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elias Morales | Austin, Tx | Aug 13, 2025 | Sep 1, 2026 |
| Caprice Michelle Kalvelage | Carrollton, Tx | Aug 15, 2025 | Sep 25, 2025 |
The rule
- Registrations ended
- Aug 13, 2025 to Aug 15, 2025
- Registered next
- Sep 25, 2025 to Sep 1, 2026
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 4,048 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape