DFX Intelligence
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Team lift-out
2 advisors left T•• I•••••••• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 9, 2026
- Registered next
- May 18, 2026 to Jun 2, 2026
- Branch state
- CO
- Cities
- 1, most in Denver, Co
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape