DFX Intelligence
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Team lift-out
2 advisors left N•• F•••••••• S•••••••• I••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph John Crossan | Westlake Village, Ca | May 13, 2025 | May 15, 2025 |
| Joseph Kenneth Brooks | Westlake Village, Ca | May 13, 2025 | May 15, 2025 |
The rule
- Registrations ended
- May 13, 2025
- Registered next
- May 15, 2025
- Branch state
- CA
- Cities
- 1, most in Westlake Village, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape