DFX Intelligence
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Team lift-out
6 advisors left P•• A••••••• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton Matthew Janson | Phoenix,, Az | Apr 15, 2026 | Apr 6, 2026 |
| Jennifer Rachel Rusk | Phoenix, Az | Apr 15, 2026 | Apr 14, 2026 |
| Lanaya Jean Ewald | Phoenix, Az | Apr 15, 2026 | Apr 13, 2026 |
| Tyler Joseph Clark | Phoenix, Az | Apr 15, 2026 | Apr 14, 2026 |
| Tyler Scott Grantham | Phoenix, Az | Apr 15, 2026 | Apr 14, 2026 |
| Morgan Daniel Keil | Phoenix, Az | Apr 18, 2026 | Apr 18, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Apr 15, 2026 to Apr 18, 2026
- Registered next
- Apr 6, 2026 to Apr 18, 2026
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 88 (people still on IAPD; an estimate)
- Share of that headcount
- 6.8%
- Succession by the destination
- none on the tape