DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ehrynn Summer Shephard | Oklahoma City, Ok | Apr 20, 2026 | Apr 17, 2026 |
| Ian Marshall Ogilvie | Oklahoma City, Ok | Apr 20, 2026 | Apr 17, 2026 |
| Kevin R. Kurtz | Oklahoma City, Ok | Apr 22, 2026 | Apr 17, 2026 |
The rule
- Registrations ended
- Apr 20, 2026 to Apr 22, 2026
- Registered next
- Apr 17, 2026
- Branch state
- OK
- Cities
- 1, most in Oklahoma City, Ok
- Registered there that day
- 22,616 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape