DFX Intelligence
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Team lift-out
2 advisors left P•••••• C•••••• M••••••••• I••• for A••••••• S•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devin Matthew Paine | Spokane, Wa | Aug 12, 2026 | Jun 1, 2026 |
| Spencer Shelman | Spokane, Wa | Aug 12, 2026 | Jun 1, 2026 |
The rule
- Registrations ended
- Aug 12, 2026
- Registered next
- Jun 1, 2026
- Branch state
- WA
- Cities
- 1, most in Spokane, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape