DFX Intelligence
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Team lift-out
5 advisors left A••••• W••••• P••••••• for Q•••••• F•••••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kimberly Helm | Santa Monica, Ca | Feb 22, 2022 | Jul 3, 2025 |
| Scott Miller Swanson | Santa Monica, Ca | Mar 1, 2022 | Jan 3, 2022 |
| Elizabeth James Greulich | Santa Monica, Ca | Mar 7, 2022 | Feb 7, 2022 |
| John Dah-Ji Eing | Santa Monica, Ca | Mar 7, 2022 | Feb 7, 2022 |
| Wende Mattson Headley | Santa Monica, Ca | Mar 7, 2022 | Feb 7, 2022 |
The rule
- Registrations ended
- Feb 22, 2022 to Mar 7, 2022
- Registered next
- Jan 3, 2022 to Jul 3, 2025
- Branch state
- CA
- Cities
- 1, most in Santa Monica, Ca
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape