DFX Intelligence
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Team lift-out
2 advisors left W••••• P••••••• G•••• for I••••••••• S••••• H•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dale Brian Foard | Baltimore, Md | Dec 31, 2025 | Dec 23, 2025 |
| Michael Brian Burchell | Baltimore, Md | Dec 31, 2025 | Dec 18, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Dec 18, 2025 to Dec 23, 2025
- Branch state
- MD
- Cities
- 1, most in Baltimore, Md
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape