DFX Intelligence
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Team lift-out
12 advisors left P•• A••••••• for O•••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Leroy Murphy | Meridian, Id | Nov 1, 2025 | Sep 19, 2025 |
| Aaron Loyal Williamson | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Brett Hansen Buckley | Twin Falls, Id | Nov 10, 2025 | Nov 7, 2025 |
| Chris Daniel Morin | Coeur D Alene, Id | Nov 10, 2025 | Nov 7, 2025 |
| Jennifer Foster | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Lora Gene Lakatos | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Nathan Wade Rydalch | Idaho Falls, Id | Nov 10, 2025 | Nov 7, 2025 |
| Oliver Ivan Ibarra | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Richard Omar Wilson | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Rizwan Bukhari | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Robert George Wilson | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Sandra Maria Penner | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
| Sean Kenneth Meldrum | Meridian, Id | Nov 10, 2025 | Nov 7, 2025 |
The rule
- Registrations ended
- Nov 1, 2025 to Nov 10, 2025
- Registered next
- Sep 19, 2025 to Nov 7, 2025
- Branch state
- ID
- Cities
- 3, most in Meridian, Id
- Registered there that day
- 108 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape