DFX Intelligence
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Team lift-out
2 advisors left G•• W••••• S••••••••• G••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 27, 2026
- Registered next
- Dec 1, 2025
- Branch state
- CO
- Cities
- 2, most in Centennial, Co
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape