DFX Intelligence
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Team lift-out
2 advisors left C•••••• I••••••••• A••••••• C••••••• I••• for H•••••• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Anthony Michalak | St Charles, Il | Aug 19, 2026 | Sep 1, 2026 |
| Bradley Russell Saurbaugh | St Charles, Il | Aug 26, 2026 | Aug 17, 2026 |
The rule
- Registrations ended
- Aug 19, 2026 to Aug 26, 2026
- Registered next
- Aug 17, 2026 to Sep 1, 2026
- Branch state
- IL
- Cities
- 1, most in St Charles, Il
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape