DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Oday Janan Dawoud | Spokane, Wa | May 7, 2026 | May 6, 2026 |
| Steven Lane Webb | Bellingham, Wa | May 14, 2026 | Jun 9, 2026 |
| Ingrid Marie Hollen | Spokane, Wa | May 19, 2026 | May 12, 2026 |
| James Edward Utz | Kennewick, Wa | May 19, 2026 | May 12, 2026 |
| Jeremy Kay Hunsaker | Spokane, Wa | May 19, 2026 | May 12, 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
- May 7, 2026 to May 19, 2026
- Registered next
- May 6, 2026 to Jun 9, 2026
- Branch state
- WA
- Cities
- 3, most in Spokane, Wa
- Registered there that day
- 14,378 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape