DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew RenteriaSan Antonio, TxFeb 17, 2026Feb 23, 2026
Zain MianDallas, TxFeb 25, 2026Apr 7, 2026
Timothy David NormanFlower Mound, TxFeb 27, 2026Mar 2, 2026
Justin PoundsBuda, TxMar 4, 2026Mar 5, 2026
Amy WangPlano, TxMar 9, 2026Mar 2, 2026
Yudel David De La GarzaSan Antonio, TxMar 12, 2026Mar 5, 2026
Kris B MorrisFort Worth, TxMar 24, 2026Mar 18, 2026
Jasin Doan MadlumHouston, TxApr 2, 2026Mar 24, 2026
The rule
Registrations ended
Feb 17, 2026 to Apr 2, 2026
Registered next
Feb 23, 2026 to Apr 7, 2026
Branch state
TX
Cities
7, most in Boerne, Tx
Registered there that day
24,915 (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••