DFX Intelligence
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Team lift-out
3 advisors left C•••• F•••••••• A••••••• for R••• C•••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel W Retzlaff | Portland, Or | Feb 23, 2026 | Feb 18, 2026 |
| Kyle Ryan Parsons | Portland, Or | Feb 23, 2026 | Feb 18, 2026 |
| Robert Randall Morrison | Portland, Or | Feb 23, 2026 | Feb 23, 2026 |
The rule
- Registrations ended
- Feb 23, 2026
- Registered next
- Feb 18, 2026 to Feb 23, 2026
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape