DFX Intelligence
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Team lift-out
2 advisors left T•• C•••••• A••••••• G•••• A••••••• S•••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 12, 2026
- Registered next
- Jan 6, 2026
- Branch state
- MN
- Cities
- 1, most in Bloomington, Mn
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape