DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nathan William Gunderson | Scottsdale, Az | Aug 17, 2026 | Jul 24, 2026 |
| Todd Michael Reeg | Scottsdale, Az | Aug 17, 2026 | Jul 27, 2026 |
| Tyler T Osterloo | Scottsdale, Az | Aug 17, 2026 | Aug 26, 2026 |
The rule
- Registrations ended
- Aug 17, 2026
- Registered next
- Jul 24, 2026 to Aug 26, 2026
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 2,598 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape