DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charters Jason Osborne | Lexington, Ky | Feb 26, 2026 | Feb 26, 2026 |
| Seth B Lawless | Lexington, Ky | Feb 26, 2026 | Feb 25, 2026 |
| Karie L Howard | Lexington, Ky | Feb 27, 2026 | Feb 25, 2026 |
| Lee A Myers | Lexington, Ky | Feb 27, 2026 | Mar 2, 2026 |
| Robert Andrew Mitchell | Lexington, Ky | Feb 27, 2026 | Feb 25, 2026 |
The rule
- Registrations ended
- Feb 26, 2026 to Feb 27, 2026
- Registered next
- Feb 25, 2026 to Mar 2, 2026
- Branch state
- KY
- Cities
- 1, most in Lexington, Ky
- Registered there that day
- 24,914 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape