DFX Intelligence
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Team lift-out
2 advisors left O•• C•••••• M••••••••• L•• for B•••• C•••••• M••••••••• L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Dea | San Francisco, Ca | Jun 10, 2025 | Jun 26, 2025 |
| Rohan Ramesh Nayak | San Francisco, Ca | Jun 16, 2025 | Jun 26, 2025 |
The rule
- Registrations ended
- Jun 10, 2025 to Jun 16, 2025
- Registered next
- Jun 26, 2025
- Branch state
- CA
- Cities
- 1, most in Westlake Village, Ca
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape