DFX Intelligence
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Team lift-out
2 advisors left L••••• C••••••••• W••••• L•• for A•••••• A••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Allen Stapleton | Peoria, Az | Dec 12, 2025 | Jul 30, 2025 |
| Lynn Raymond Siewert | Peoria, Az | Dec 12, 2025 | Jul 31, 2025 |
The rule
- Registrations ended
- Dec 12, 2025
- Registered next
- Jul 30, 2025 to Jul 31, 2025
- Branch state
- AZ
- Cities
- 1, most in Peoria, Az
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape