DFX Intelligence
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Team lift-out
2 advisors left S••••• I••••••••• A•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 6, 2026
- Registered next
- May 4, 2026
- Branch state
- OR
- Cities
- 1, most in Lake Oswego, Or
- Registered there that day
- 109 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape