DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for A••••••••• F•••••••• S•••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Edward HeareBeaumont, TxJun 30, 2025Jun 18, 2025
Charles Ross HeareBeaumont, TxJun 30, 2025Jun 18, 2025
Jennifer Leigh CastilloWimberley, TxJun 30, 2025Jun 18, 2025
Thomas G GothWimberley, TxJun 30, 2025Jun 19, 2025
The rule
Registrations ended
Jun 30, 2025
Registered next
Jun 18, 2025 to Jun 19, 2025
Branch state
TX
Cities
2, most in Beaumont, Tx
Registered there that day
9,088 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into A••••••••• F•••••••• S•••••••• L••