DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left B••••••••• F•••••••• G••••• L•• for U••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kyle Edwin HoganKansas City, MoDec 5, 2025Nov 3, 2025
Mitchell Lane SmithKansas City, MoDec 5, 2025Nov 3, 2025
The rule
Registrations ended
Dec 5, 2025
Registered next
Nov 3, 2025
Branch state
MO
Cities
1, most in Kansas City, Mo
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape
Other teams out of B••••••••• F•••••••• G••••• L••Other teams into U••••• P•••••••• L••