DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for R••••• W• B•••• • C•• I•••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Cowans | Chandler, Az | Feb 20, 2026 | Jan 30, 2026 |
| Wilson Lemmon Mitchell | Chandler, Az | Feb 20, 2026 | Jan 30, 2026 |
The rule
- Registrations ended
- Feb 20, 2026
- Registered next
- Jan 30, 2026
- Branch state
- AZ
- Cities
- 1, most in Chandler, Az
- Registered there that day
- 655 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape