DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••• A••••••• for I•• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Jacob Christopherson | Portland, Or | Apr 1, 2025 | Oct 26, 2025 |
| Brian Andrew Timm | Portland, Or | Apr 1, 2025 | Oct 26, 2025 |
The rule
- Registrations ended
- Apr 1, 2025
- Registered next
- Oct 26, 2025
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- a succession within a year (Oct 20, 2025), not necessarily this firm