DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for V••••••• A•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachel Lynn Whitfield | Dallas, Tx | Apr 29, 2025 | Sep 30, 2025 |
| Owen Junior Nickle | Dallas, Tx | May 8, 2025 | Feb 4, 2026 |
The rule
- Registrations ended
- Apr 29, 2025 to May 8, 2025
- Registered next
- Sep 30, 2025 to Feb 4, 2026
- Branch state
- TX
- Cities
- 2, most in Coppell, Tx
- Registered there that day
- 24,346 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape