DFX Intelligence
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Team lift-out
2 advisors left M••••••• I••••••••• N•••••• I••• for M•• I•••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Bryan Diamond | Oklahoma City, Ok | Oct 6, 2025 | Oct 20, 2025 |
| Joshua Alan Morgan | Oklahoma City, Ok | Oct 6, 2025 | Oct 15, 2025 |
The rule
- Registrations ended
- Oct 6, 2025
- Registered next
- Oct 15, 2025 to Oct 20, 2025
- Branch state
- OK
- Cities
- 1, most in Oklahoma City, Ok
- Registered there that day
- 116 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape