DFX Intelligence
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Team lift-out
2 advisors left V•••••• F•••••••• P•••••••• L•• for N•••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 10, 2026
- Registered next
- Apr 14, 2026
- Branch state
- SD
- Cities
- 1, most in Huron, Sd
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape