DFX Intelligence
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Team lift-out
2 advisors left P••••• F•••••••• P•••••••• I•• for I••••• I•••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George David Pierce | Lexington, Ky | Dec 8, 2022 | Jan 1, 2026 |
| James Alan Smith | Lexington, Ky | Dec 8, 2022 | Aug 21, 2025 |
The rule
- Registrations ended
- Dec 8, 2022
- Registered next
- Aug 21, 2025 to Jan 1, 2026
- Branch state
- KY
- Cities
- 1, most in Lexington, Ky
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape