DFX Intelligence
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Team lift-out
3 advisors left F••••••• F•••••••• A•••••••• L•• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Garrett Steven Railsback | Cary, Nc | Apr 22, 2026 | Apr 22, 2026 |
| James Michael Mertens | Cary, Nc | Apr 22, 2026 | Apr 22, 2026 |
| Kerry Carlton Goodman | Cary, Nc | Apr 22, 2026 | Apr 22, 2026 |
The rule
- Registrations ended
- Apr 22, 2026
- Registered next
- Apr 22, 2026
- Branch state
- NC
- Cities
- 1, most in Cary, Nc
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape