DFX Intelligence
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Team lift-out
2 advisors left K••• C•••••• M••••••••• for M••••• W••••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Hilton | Los Angeles, Ca | Dec 31, 2025 | Jun 30, 2025 |
| Kenneth Jeffrey Watten | El Segundo, Ca | Dec 31, 2025 | Jun 30, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jun 30, 2025
- Branch state
- CA
- Cities
- 2, most in El Segundo, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape