DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Michael T. JonesKyle, TxMay 27, 2025May 27, 2025
Rima AlobaidiMckinney, TxJun 2, 2025May 29, 2025
Jelena J ZhangHouston, TxJun 4, 2025Jul 2, 2025
Ulises BurnettKingwood, TxJun 4, 2025Jun 3, 2025
Jason Coty GarciaFort Worth, TxJun 9, 2025May 30, 2025
Margarita Alvarado HernandezWaco, TxJun 17, 2025Jun 25, 2025
Brandon BartelsDallas, TxJun 24, 2025Jun 25, 2025
Abdallah CharideHouston, TxJun 25, 2025Jun 26, 2025
Axl GayosoHouston, TxJul 7, 2025Jul 14, 2025
Kirsten Divina CallawaySan Antonio, TxJul 9, 2025Jul 1, 2025
Robert NerioBellaire, TxJul 14, 2025Jul 24, 2025
The rule
Registrations ended
May 27, 2025 to Jun 9, 2025
Registered next
May 27, 2025 to Jul 2, 2025
Branch state
TX
Cities
5, most in Mckinney, Tx
Registered there that day
24,392 (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 J••• M••••• S••••••••• L••