DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark A Russell | Frisco, Tx | May 6, 2024 | May 14, 2024 |
| Daniel Sauceda | San Antonio, Tx | May 10, 2024 | May 24, 2024 |
| Antonio Pina Zentella | San Antonio, Tx | May 23, 2024 | Feb 18, 2026 |
| David Cepeda | Fort Worth, Tx | May 29, 2024 | Aug 16, 2024 |
| Daniel Mckinley Yancy | Fort Worth, Tx | Jun 4, 2024 | Jun 14, 2024 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- May 6, 2024 to Jun 4, 2024
- Registered next
- May 14, 2024 to Feb 18, 2026
- Branch state
- TX
- Cities
- 3, most in San Antonio, Tx
- Registered there that day
- 23,603 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape