DFX Intelligence
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Team lift-out
4 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for I••••••••• A•••••• A•••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Danielle Robbins | Oregon City, Or | Sep 25, 2025 | Aug 29, 2025 |
| Jeffrey Michael Pisan | Bend, Or | Sep 25, 2025 | Aug 29, 2025 |
| Nelson Robert Larson | Oregon City, Or | Sep 25, 2025 | Aug 29, 2025 |
The rule
- Registrations ended
- Sep 25, 2025
- Registered next
- Aug 29, 2025 to Sep 2, 2025
- Branch state
- OR
- Cities
- 2, most in Oregon City, Or
- Registered there that day
- 29 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape