DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•• V••••• A••••••• for E•••••••• M••• A•••• M••••••••• L••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory William Halvorson | Scottsdale, Az | Aug 5, 2026 | Aug 17, 2026 |
| Michael Jonathan Floyd | Scottsdale, Az | Aug 5, 2026 | Jul 31, 2026 |
The rule
- Registrations ended
- Aug 5, 2026
- Registered next
- Jul 31, 2026 to Aug 17, 2026
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape