DFX Intelligence
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Team lift-out
3 advisors left D••• D••••••• • C•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Franklin Neil Boley | Sheridan, Wy | Jan 22, 2026 | Jan 14, 2026 |
| Olivia Danielle Koltiska | Sheridan, Wy | Jan 22, 2026 | Jan 14, 2026 |
| Susan S. Garber Johnson | Story, Wy | Jan 22, 2026 | Jan 14, 2026 |
The rule
- Registrations ended
- Jan 22, 2026
- Registered next
- Jan 14, 2026
- Branch state
- WY
- Cities
- 2, most in Sheridan, Wy
- Registered there that day
- 671 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape