DFX Intelligence
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Team lift-out
2 advisors left B••• B••• W••••• for L•••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hyrum Legrand Smith | Orem, Ut | Feb 17, 2026 | Aug 20, 2025 |
| Wyatt Gordon Livingston | Orem, Ut | Feb 17, 2026 | Aug 20, 2025 |
The rule
- Registrations ended
- Feb 17, 2026
- Registered next
- Aug 20, 2025
- Branch state
- UT
- Cities
- 1, most in Orem, Ut
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape