DFX Intelligence
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Team lift-out
4 advisors left T•••• W••••• for O•••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Karter Michael Doucette | Gilbert, Az | Aug 27, 2025 | Jun 4, 2025 |
| Klaine Michael Doucette | Gilbert, Az | Aug 27, 2025 | May 29, 2025 |
| Michael D Mcdonald | Tempe, Az | Aug 27, 2025 | Jun 6, 2025 |
The rule
- Registrations ended
- Aug 27, 2025
- Registered next
- May 29, 2025 to Jun 6, 2025
- Branch state
- AZ
- Cities
- 3, most in Gilbert, Az
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape