DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
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 |
|---|
The rule
- Registrations ended
- Dec 9, 2025 to Dec 17, 2025
- Registered next
- Dec 11, 2025 to May 13, 2026
- Branch state
- TX
- Cities
- 3, most in Fort Worth, Tx
- Registered there that day
- 24,806 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape