DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• • A••••••••• I••• for C••••••••• I••••••••• A•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John T. O'Shea | Houston, Tx | May 11, 2026 | May 8, 2026 |
| Steven Joseph Vannostrand | Houston, Tx | May 11, 2026 | May 8, 2026 |
| David Bjorn Ahlquist | Houston, Tx | May 12, 2026 | May 8, 2026 |
| Vincent Arnold | Houston, Tx | May 12, 2026 | May 8, 2026 |
The rule
- Registrations ended
- May 11, 2026 to May 12, 2026
- Registered next
- May 8, 2026
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 5,608 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape