DFX Intelligence
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Team lift-out
6 advisors left E•••••••• A•••••••• L•• for V•••••• F••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Christopher Eckhoff | Houston, Tx | Dec 19, 2024 | Dec 18, 2024 |
| Ryan Charles Oujesky | Houston, Tx | Dec 19, 2024 | Dec 18, 2024 |
| Cade Dillon Mcdonald | Houston, Tx | Dec 20, 2024 | Sep 4, 2025 |
| Fernando Perez | Houston, Tx | Dec 20, 2024 | Jan 8, 2025 |
| Ryan Christopher Wells | Houston, Tx | Dec 20, 2024 | Dec 18, 2024 |
| Stephen Randall Johnson | Conroe, Tx | Dec 20, 2024 | Dec 19, 2024 |
The rule
- Registrations ended
- Dec 19, 2024 to Dec 20, 2024
- Registered next
- Dec 18, 2024 to Sep 4, 2025
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 3,808 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape