DFX Intelligence
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Team lift-out
2 advisors left A•••• W••••• M••••••••• L•• for A••••••• S•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurt Cretors | Scottsdale, Az | Jul 2, 2026 | Jul 1, 2026 |
| Sharlee Lorene Cretors | Scottsdale, Az | Jul 2, 2026 | Jul 1, 2026 |
The rule
- Registrations ended
- Jul 2, 2026
- Registered next
- Jul 1, 2026
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 73 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape