DFX Intelligence
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Team lift-out
4 advisors left I••••••••• F•••••••• G••••• L•• for R•• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi Marie Bird | Cottonwood, Az | Nov 5, 2025 | Nov 5, 2025 |
| John Thomas Taylor | Cottonwood, Az | Nov 5, 2025 | Nov 5, 2025 |
| Joshua Lawrence Szyman | Prescott, Az | Nov 5, 2025 | Nov 5, 2025 |
| Mary C Huntley | Prescott, Az | Nov 5, 2025 | Nov 5, 2025 |
The rule
- Registrations ended
- Nov 5, 2025
- Registered next
- Nov 5, 2025
- Branch state
- AZ
- Cities
- 3, most in Cottonwood, Az
- Registered there that day
- 461 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape