DFX Intelligence
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Team lift-out
3 advisors left I•••• F••• A•••••••• I••• for T•••• A••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Becky Rees Vasquez | Irvine, Ca | Jan 10, 2025 | Jan 8, 2025 |
| Sunni Danae Allen | Irvine, Ca | Jan 10, 2025 | Jan 9, 2025 |
| Tyler Richard Vasquez | Irvine, Ca | Jan 10, 2025 | Aug 6, 2025 |
The rule
- Registrations ended
- Jan 10, 2025
- Registered next
- Jan 8, 2025 to Aug 6, 2025
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape