DFX Intelligence
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Team lift-out
2 advisors left S••••••••• I••••••••• A•••••• for S•••• W••••• P•••••••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Whitney M. Hendricks | Gilbert, Az | Feb 4, 2026 | Feb 13, 2026 |
| Kaitlyn Ann-Crawley Morgan | Gilbert, Az | Feb 9, 2026 | Feb 17, 2026 |
The rule
- Registrations ended
- Feb 4, 2026 to Feb 9, 2026
- Registered next
- Feb 13, 2026 to Feb 17, 2026
- Branch state
- AZ
- Cities
- 1, most in Gilbert, Az
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape