DFX Intelligence
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Team lift-out
3 advisors left H•••••••• F•••••••• I••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dominica L Henderson | Lake Forest, Ca | Jan 17, 2025 | Jan 16, 2025 |
| John Patrick Dunphy | Lake Forest, Ca | Jan 17, 2025 | Jan 6, 2025 |
| Kiho Choi | Lake Forest, Ca | Jan 17, 2025 | Jan 6, 2025 |
The rule
- Registrations ended
- Jan 17, 2025
- Registered next
- Jan 6, 2025 to Jan 16, 2025
- Branch state
- CA
- Cities
- 1, most in Lake Forest, 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