DFX Intelligence
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Team lift-out
2 advisors left W••• O•• C••••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Byron Brand Snider | Eagle, Id | Dec 9, 2025 | Sep 12, 2025 |
| Jonathan Thomas Howard | Eagle, Id | Dec 9, 2025 | Sep 16, 2025 |
The rule
- Registrations ended
- Dec 9, 2025
- Registered next
- Sep 12, 2025 to Sep 16, 2025
- Branch state
- ID
- Cities
- 1, most in Eagle, Id
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape