DFX Intelligence
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Team lift-out
2 advisors left R••••••••• A•••••••• L•• for I•••••••• A•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nichole Renee Zahner | Eugene, Or | Jun 30, 2026 | Nov 3, 2025 |
| Thomas Wayne Davis | Eugene, Or | Jun 30, 2026 | Nov 3, 2025 |
The rule
- Registrations ended
- Jun 30, 2026
- Registered next
- Nov 3, 2025
- Branch state
- OR
- Cities
- 1, most in Eugene, Or
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape