DFX Intelligence
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Team lift-out
2 advisors left V•••••• B••• F•••••••• G••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harish Vasanji Vishria | Memphis, Tn | Dec 23, 2025 | May 7, 2025 |
| Robert Floyd Bird | Memphis, Tn | Dec 23, 2025 | Apr 7, 2025 |
The rule
- Registrations ended
- Dec 23, 2025
- Registered next
- Apr 7, 2025 to May 7, 2025
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape