DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Fredrick L Jones | Sugar Land, Tx | Jul 8, 2025 | Aug 1, 2025 |
| Shavon Marie Kelley | Houston, Tx | Jul 15, 2025 | Aug 15, 2025 |
| James Holley | Waco, Tx | Jul 28, 2025 | Jul 25, 2025 |
| Joanna Rogers | Waco, Tx | Jul 28, 2025 | Jul 25, 2025 |
| John Haskett | Waco, Tx | Jul 28, 2025 | Jul 25, 2025 |
| Loren Schwartz | Waco, Tx | Jul 28, 2025 | Jul 25, 2025 |
The rule
- Registrations ended
- Jul 8, 2025 to Jul 28, 2025
- Registered next
- Jul 25, 2025 to Aug 15, 2025
- Branch state
- TX
- Cities
- 3, most in Waco, Tx
- Registered there that day
- 24,471 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape