DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy LinDallas, TxMar 31, 2025Mar 28, 2025
Ann Michelle McclainDallas, TxMar 31, 2025Mar 28, 2025
Debra Lynne YoungDallas, TxMar 31, 2025Mar 28, 2025
Greg RhodesDallas, TxMar 31, 2025Mar 28, 2025
Paulina SchwarzbeckDallas, TxMar 31, 2025Mar 28, 2025
The rule
Registrations ended
Mar 31, 2025
Registered next
Mar 28, 2025
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
24,342 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R••••••••• C•••••• M•••••••••