DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• M••••••• L•• for I•• C••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bennett Warren Canady | San Francisco, Ca | Aug 28, 2026 | Aug 17, 2026 |
| William Ellison Grayson | San Francisco, Ca | Aug 28, 2026 | Aug 11, 2026 |
The rule
- Registrations ended
- Aug 28, 2026
- Registered next
- Aug 11, 2026 to Aug 17, 2026
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 3,827 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape