DFX Intelligence
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Firm absorbed
6 advisors left C•••••• I•••••• P•••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Jason Mccrory | Scottsdale, Az | Jan 2, 2026 | Jan 20, 2026 |
| Donna E Woodruff | Scottsdale, Az | Jan 2, 2026 | Jan 16, 2026 |
| Hunter Ruck | Scottsdale, Az | Jan 2, 2026 | Jan 23, 2026 |
| Sara Ashley Laclair | Scottsdale, Az | Jan 2, 2026 | Jan 16, 2026 |
| Steven Terrell Mahan | Scottsdale, Az | Jan 2, 2026 | Jan 16, 2026 |
| Susan Christine Anastasiadis | Scottsdale, Az | Jan 2, 2026 | Jan 21, 2026 |
The rule
- Registrations ended
- Jan 2, 2026
- Registered next
- Jan 16, 2026 to Jan 23, 2026
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape