DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left R••••• W• B•••• • C•• I••••••••• for X••••••• A•••••• P••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cayden Anthony BrotzScottsdale, AzApr 28, 2026May 20, 2026
David E MathiasScottsdale, AzApr 28, 2026Apr 23, 2026
Jacob Andrew DuffyScottsdale, AzApr 28, 2026Apr 23, 2026
Julie Anne LaffertyScottsdale, AzApr 28, 2026May 14, 2026
The rule
Registrations ended
Apr 28, 2026
Registered next
Apr 23, 2026 to May 14, 2026
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
2,544 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R••••• W• B•••• • C•• I•••••••••Other teams into X••••••• A•••••• P••••••• L••