DFX Intelligence
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Team lift-out
3 advisors left D•••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Courtney Margaret Font | Phoenix, Az | Jan 2, 2026 | Dec 16, 2025 |
| John Stockdale Marshall | Phoenix, Az | Jan 2, 2026 | Dec 3, 2025 |
| William Allen Hansen | Phoenix, Az | Jan 2, 2026 | Dec 3, 2025 |
The rule
- Registrations ended
- Jan 2, 2026
- Registered next
- Dec 3, 2025 to Dec 16, 2025
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 85 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- Succession by the destination
- none on the tape