DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| 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 rule
- Registrations ended
- May 23, 2024 to Jun 4, 2024
- Registered next
- Jun 14, 2024 to Feb 18, 2026
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 23,569 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape