DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hannah C Held | Troutdale, Or | Feb 9, 2026 | Jun 22, 2026 |
| Ryan Trout | Portland, Or | Feb 9, 2026 | Mar 26, 2026 |
The rule
- Registrations ended
- Feb 9, 2026
- Registered next
- Mar 26, 2026 to Jun 22, 2026
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 23,189 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape