DFX Intelligence
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Team lift-out
2 advisors left U•••• S••••• G••••• W••••• M••••••••• for P•••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Michael Olson | San Francisco, Ca | Jul 28, 2025 | Aug 4, 2025 |
| Man Tou Iau | San Francisco, Ca | Jul 28, 2025 | Aug 4, 2025 |
The rule
- Registrations ended
- Jul 28, 2025
- Registered next
- Aug 4, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, 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