DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arlis Bernard Ortman | Missoula, Mt | Aug 24, 2026 | Aug 20, 2026 |
| Sean Michael Pahut | Great Falls, Mt | Aug 26, 2026 | Aug 20, 2026 |
The rule
- Registrations ended
- Aug 24, 2026 to Aug 26, 2026
- Registered next
- Aug 20, 2026
- Branch state
- MT
- Cities
- 2, most in Missoula, Mt
- Registered there that day
- 23,156 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape