DFX Intelligence
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Team lift-out
2 advisors left S••••••• W••••• M••••••••• L•• for P•••••• W••••• C••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Lynne Mclandress | Purchase, Ny | Jul 23, 2026 | Mar 20, 2026 |
| Harrison Michael Hubbs | Purchase, Ny | Jul 23, 2026 | Mar 20, 2026 |
The rule
- Registrations ended
- Jul 23, 2026
- Registered next
- Mar 20, 2026
- Branch state
- NY
- Cities
- 1, most in Purchase, Ny
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape