DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for V••••••• A•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Loon Peter Chan | Frisco, Tx | Jul 21, 2026 | Aug 3, 2026 |
| Jesse Fernando Alonzo | Lucas, Tx | Jul 26, 2026 | Sep 18, 2026 |
| Alexander Edward Espinosa | Frisco, Tx | Jul 30, 2026 | Sep 9, 2026 |
| Michelle Ying Lanza Addington | Prosper, Tx | Aug 2, 2026 | Aug 25, 2026 |
The rule
- Registrations ended
- Jul 21, 2026 to Aug 2, 2026
- Registered next
- Aug 3, 2026 to Sep 18, 2026
- Branch state
- TX
- Cities
- 3, most in Frisco, Tx
- Registered there that day
- 13,622 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape