DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Blane Daughtrey | Scottsdale, Az | Jul 25, 2025 | Jun 13, 2025 |
| Deborah Kerr | Scottsdale, Az | Jul 25, 2025 | Jun 16, 2025 |
The rule
- Registrations ended
- Jul 25, 2025
- Registered next
- Jun 13, 2025 to Jun 16, 2025
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape