DFX Intelligence
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Team lift-out
2 advisors left I••• A•••••••• L•• for T••••••• W••••• G••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 14, 2026
- Registered next
- Jun 17, 2026
- Branch state
- MS
- Cities
- 2, most in Hattiesburg, Ms
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape