DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David J Newman | Phoenix, Az | Aug 25, 2026 | Sep 17, 2026 |
| Joshua Braun | Phoenix, Az | Sep 5, 2026 | Sep 18, 2026 |
The rule
- Registrations ended
- Aug 25, 2026 to Sep 5, 2026
- Registered next
- Sep 17, 2026 to Sep 18, 2026
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 6,718 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape