DFX Intelligence
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Team lift-out
4 advisors left U•• F•••••••• S••••••• I••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Bishop Smith | Dallas, Tx | Dec 23, 2025 | Dec 8, 2025 |
| Henry David Smith | Dallas, Tx | Dec 23, 2025 | Dec 5, 2025 |
| Heather Lynn Brown | Dallas, Tx | Dec 24, 2025 | Dec 5, 2025 |
The rule
- Registrations ended
- Dec 23, 2025 to Dec 24, 2025
- Registered next
- Dec 5, 2025 to Dec 8, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 9,166 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape