DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W•••••• L•• for Z•••• I••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 15, 2026
- Registered next
- Apr 20, 2026 to Aug 11, 2026
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape