DFX Intelligence
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Team lift-out
2 advisors left A• F•••••••• G•••• for V••• C••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Jay Conard | Irvine, Ca | Jul 31, 2019 | Nov 6, 2025 |
| Josiah D. Jennings | Irvine, Ca | Jul 31, 2019 | Dec 5, 2025 |
The rule
- Registrations ended
- Jul 31, 2019
- Registered next
- Nov 6, 2025 to Dec 5, 2025
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape