DFX Intelligence
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Team lift-out
2 advisors left I••••••• W••••• M••••••••• L•• for R•••• W••••• P•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Alyss Frist | Phoenix, Az | May 29, 2026 | Jun 17, 2026 |
| Marcus Edward Hugo | Chandler, Az | May 29, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- May 29, 2026
- Registered next
- Jun 17, 2026
- Branch state
- AZ
- Cities
- 2, most in Phoenix, Az
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape