DFX Intelligence
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Team lift-out
4 advisors left C••••••••• F•••••••• N•••••• for M•••• F•••••••• A•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Mcallister | Billings, Mt | Mar 30, 2026 | Mar 27, 2026 |
| Isaiah Broyles | Billings, Mt | Mar 30, 2026 | Mar 27, 2026 |
| Kaelen Shay | Billings, Mt | Mar 30, 2026 | Mar 27, 2026 |
| Robert Scott Harsha | Billings, Mt | Mar 30, 2026 | Mar 31, 2026 |
The rule
- Registrations ended
- Mar 30, 2026
- Registered next
- Mar 27, 2026 to Mar 31, 2026
- Branch state
- MT
- Cities
- 1, most in Billings, Mt
- Registered there that day
- 3,020 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape