DFX Intelligence
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Team lift-out
3 advisors left P•• A••••••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Clark Hopper | Albuquerque, Nm | Nov 1, 2025 | Sep 12, 2025 |
| Britney Taylor Gorley | Albuquerque, Nm | Nov 10, 2025 | Nov 7, 2025 |
| Jonathan Frederick Garton | Albuquerque, Nm | Nov 10, 2025 | Nov 6, 2025 |
The rule
- Registrations ended
- Nov 1, 2025 to Nov 10, 2025
- Registered next
- Sep 12, 2025 to Nov 7, 2025
- Branch state
- NM
- Cities
- 1, most in Albuquerque, Nm
- Registered there that day
- 108 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape