DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Ali MirjahangiriMclendonchisholm, TxJun 24, 2026Jul 7, 2026
Zachary AtasiFort Worth, TxJul 8, 2026Aug 5, 2026
Justin William GoldbergProsper, TxJul 21, 2026Jul 17, 2026
Cordarious Marteze DorseyHouston, TxJul 28, 2026Aug 7, 2026
Will G. OrtizSugar Land, TxJul 29, 2026Jul 23, 2026
Tanu MehtaAustin, TxAug 3, 2026Jul 31, 2026
Kristian GomezHouston, TxAug 4, 2026Aug 11, 2026
The rule
Registrations ended
Jun 24, 2026 to Aug 4, 2026
Registered next
Jul 7, 2026 to Aug 11, 2026
Branch state
TX
Cities
8, most in Frisco, Tx
Registered there that day
25,048 (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••