DFX Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Sean CromackHouston, TxMay 22, 2025Apr 23, 2025
Elizabeth Clark LynnTyler, TxJun 3, 2025May 22, 2025
Michael A Allen SabotaTyler, TxJun 3, 2025May 22, 2025
Zachary Ross SabotaTyler, TxJun 3, 2025May 22, 2025
The rule
Registrations ended
May 22, 2025 to Jun 3, 2025
Registered next
Apr 23, 2025 to May 22, 2025
Branch state
TX
Cities
2, most in Tyler, Tx
Registered there that day
9,106 (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 S•••••• N••••••• • C••••••• I•••••••••