DFX Intelligence
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Team lift-out
2 advisors left G•••• N••••••• A•••• M••••••••• L•• for F••••••• W•••••• C•••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sheri Marie Sanders | Vancouver, Wa | Jan 9, 2026 | Mar 25, 2026 |
| Tamara Anne Oglesby | Vancouver, Wa | Jan 9, 2026 | Jan 23, 2026 |
The rule
- Registrations ended
- Jan 9, 2026
- Registered next
- Jan 23, 2026 to Mar 25, 2026
- Branch state
- WA
- Cities
- 1, most in Vancouver, Wa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape