DFX Intelligence
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Team lift-out
2 advisors left W••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Scott Coles | Irvine, Ca | Mar 22, 2025 | Dec 20, 2024 |
| David Sheldon Coles | Irvine, Ca | Mar 22, 2025 | Dec 19, 2024 |
The rule
- Registrations ended
- Mar 22, 2025
- Registered next
- Dec 19, 2024 to Dec 20, 2024
- Branch state
- CA
- Cities
- 1, most in Irvine, 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