DFX Intelligence
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Team lift-out
2 advisors left W••••••••• F•••••••• P••••••• for P•••••••• W••••• P•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Rudd Lingard | Tucson, Az | Jul 8, 2026 | Jun 9, 2026 |
| Timothy Michael Fleshman | Tucson, Az | Jul 8, 2026 | Jun 19, 2026 |
The rule
- Registrations ended
- Jul 8, 2026
- Registered next
- Jun 9, 2026 to Jun 19, 2026
- Branch state
- AZ
- Cities
- 1, most in Tucson, Az
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape