DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C•••• C•••• F•••••••• M••••••••• L•• for T••••••• V••••• F•••••••• P•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
David Bruce MorrisonMeridian, IdAug 10, 2026May 27, 2026
Eugene Albert DelarosaMeridian, IdAug 10, 2026May 27, 2026
Jonathan Tyler BelnapMeridian, IdAug 10, 2026May 27, 2026
Justin Dillan EgbertMeridian, IdAug 10, 2026May 27, 2026
Kendell Wesley FryeMeridian, IdAug 10, 2026May 27, 2026
The rule
Registrations ended
Aug 10, 2026
Registered next
May 27, 2026
Branch state
ID
Cities
1, most in Meridian, Id
Registered there that day
49 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape
Other teams out of C•••• C•••• F•••••••• M••••••••• L••Other teams into T••••••• V••••• F•••••••• P•••••••