DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left S•••••• N••••••• • C••••••• I••••••••• for R•• C•••••• M••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald Hite KinseyDallas, TxJul 29, 2026Jul 17, 2026
Matthew Joseph PickettDallas, TxJul 29, 2026Jul 17, 2026
Shawn James EzzoDallas, TxJul 29, 2026Aug 6, 2026
Travis Penhollow MossDallas, TxJul 29, 2026Jul 17, 2026
The rule
Registrations ended
Jul 29, 2026
Registered next
Jul 17, 2026 to Aug 6, 2026
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
3,320 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of S•••••• N••••••• • C••••••• I•••••••••Other teams into R•• C•••••• M••••••• L••