DFX Intelligence
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Team lift-out
2 advisors left S•••••• F•••••••• P•••••••• L•• for A••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blake Millard | Bethesda, Md | Jun 15, 2026 | Jun 23, 2026 |
| Steven Jacob Scott | Bethesda, Md | Jun 15, 2026 | Jun 23, 2026 |
The rule
- Registrations ended
- Jun 15, 2026
- Registered next
- Jun 23, 2026
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape