DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John David Borzone | Chandler, Az | May 19, 2026 | Jul 17, 2026 |
| Ryan D Kramer | Chandler, Az | May 22, 2026 | Jul 14, 2026 |
The rule
- Registrations ended
- May 19, 2026 to May 22, 2026
- Registered next
- Jul 14, 2026 to Jul 17, 2026
- Branch state
- AZ
- Cities
- 1, most in Chandler, Az
- Registered there that day
- 25,011 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape