DFX Intelligence
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Team lift-out
2 advisors left W••••• A•••••••• I••• for P•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy James Kaiser | Rancho Santa Fe, Ca | Feb 16, 2024 | Nov 17, 2023 |
| Trevin Lamont Epps | Rancho Santa Fe, Ca | Feb 16, 2024 | Jan 2, 2026 |
The rule
- Registrations ended
- Feb 16, 2024
- Registered next
- Nov 17, 2023 to Jan 2, 2026
- Branch state
- CA
- Cities
- 1, most in Rancho Santa Fe, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape