DFX Intelligence
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Team lift-out
3 advisors left B•••••• W••••• M••••••••• for S•••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Keith Beatty | Oakland, Ca | May 16, 2025 | Mar 5, 2025 |
| Joseph Albert Wells | Oakland, Ca | May 16, 2025 | Jan 10, 2025 |
| Robert John Wells | Oakland, Ca | May 16, 2025 | Mar 5, 2025 |
The rule
- Registrations ended
- May 16, 2025
- Registered next
- Jan 10, 2025 to Mar 5, 2025
- Branch state
- CA
- Cities
- 1, most in Oakland, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape