DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Todd Kally Baird | Tigard, Or | Aug 4, 2025 | Jul 29, 2025 |
| Allen Victor Schutzky | Medford, Or | Aug 18, 2025 | Jul 1, 2025 |
| Michael Tracy Pickett | Sandy, Or | Aug 18, 2025 | Jul 1, 2025 |
The rule
- Registrations ended
- Aug 4, 2025 to Aug 18, 2025
- Registered next
- Jul 1, 2025 to Jul 29, 2025
- Branch state
- OR
- Cities
- 3, most in Tigard, Or
- Registered there that day
- 59 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape