DFX Intelligence
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Team lift-out
2 advisors left K•• F•••••••• P•••••••• L•• for F••••• C•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 12, 2026
- Registered next
- May 5, 2026 to May 6, 2026
- Branch state
- OH
- Cities
- 1, most in Toledo, Oh
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape