DFX Intelligence
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Team lift-out
2 advisors left B•••••• I••••••••• A••••••• for I••••••••• F•••••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Lawrence Steele | Scottsdale, Az | May 7, 2026 | May 7, 2026 |
| Tatum Steele | Scottsdale, Az | May 7, 2026 | Apr 15, 2026 |
The rule
- Registrations ended
- May 7, 2026
- Registered next
- Apr 15, 2026 to May 7, 2026
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, 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