DFX Intelligence
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Team lift-out
2 advisors left S••••• C••••••• • A••••••••• I••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Henry Robert ChausséE | Palos Verdes Estates, Ca | Apr 1, 2026 | Dec 23, 2025 |
| Stuart Dubes Chaussee | Palos Verdes Estates, Ca | Apr 1, 2026 | Dec 15, 2025 |
The rule
- Registrations ended
- Apr 1, 2026
- Registered next
- Dec 15, 2025 to Dec 23, 2025
- Branch state
- CA
- Cities
- 1, most in Palos Verdes Estates, 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