DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Lewis WilliamsDallas, TxJul 31, 2025Jul 31, 2025
Shelley Danae TeskeyDallas, TxJul 31, 2025Jul 31, 2025
Spencer Michael WilliamsDallas, TxJul 31, 2025Jul 31, 2025
William Lloyd MixdorfPlano, TxAug 14, 2025Aug 14, 2025
The rule
Registrations ended
Jul 31, 2025 to Aug 14, 2025
Registered next
Jul 31, 2025 to Aug 14, 2025
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
3,480 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••