DFX Intelligence
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Team lift-out
4 advisors left P••••••••• S••••••••• C••••••••• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Paul Nauman | Carpinteria, Ca | Oct 20, 2025 | Oct 17, 2025 |
| Lucas Graham Dengler | Carpinteria, Ca | Oct 20, 2025 | Oct 17, 2025 |
The rule
- Registrations ended
- Oct 20, 2025
- Registered next
- Oct 17, 2025
- Branch state
- CA
- Cities
- 1, most in Carpinteria, Ca
- Registered there that day
- 414 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape