DFX Intelligence
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Team lift-out
2 advisors left Y••• C•••• W••••• M••••••••• L•• for R••• I•••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Austin Owings | Carbondale, Co | Apr 17, 2026 | Apr 7, 2026 |
| Nathaniel Lee Kaup | Carbondale, Co | Apr 17, 2026 | Apr 7, 2026 |
The rule
- Registrations ended
- Apr 17, 2026
- Registered next
- Apr 7, 2026
- Branch state
- CO
- Cities
- 1, most in Carbondale, Co
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape