DFX Intelligence
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Team lift-out
2 advisors left C• P••••••• C••• for A••••••• S•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Stecklein | Frisco, Co | Jun 2, 2026 | May 1, 2026 |
| Taylor Thomas Leary | Greenwood Village, Co | Jun 2, 2026 | May 1, 2026 |
The rule
- Registrations ended
- Jun 2, 2026
- Registered next
- May 1, 2026
- Branch state
- CO
- Cities
- 2, most in Frisco, Co
- Registered there that day
- 46 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape