DFX Intelligence
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Team lift-out
2 advisors left N••• P••••• • C••••••• I••• for L•••••• I••••••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dalton Keith Owens | Mobile, Al | Feb 18, 2026 | Jan 5, 2026 |
| Norman Duplessis III Pitman | Mobile, Al | Feb 18, 2026 | Jan 5, 2026 |
The rule
- Registrations ended
- Feb 18, 2026
- Registered next
- Jan 5, 2026
- Branch state
- AL
- Cities
- 1, most in Mobile, Al
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape