DFX Intelligence
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Team lift-out
3 advisors left R•••• C•••••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Scott Heyman | Lehi, Ut | Feb 9, 2026 | Feb 2, 2026 |
| Kimball Eric Pierce | Lehi, Ut | Feb 9, 2026 | Feb 2, 2026 |
| Scott W Edwards | Lehi, Ut | Feb 9, 2026 | Feb 2, 2026 |
The rule
- Registrations ended
- Feb 9, 2026
- Registered next
- Feb 2, 2026
- Branch state
- UT
- Cities
- 1, most in Lehi, Ut
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape