DFX Intelligence
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Team lift-out
2 advisors left A•••• A•••••••• L•• for A•••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Paul Skolnick | San Diego, Ca | Dec 31, 2024 | Oct 17, 2025 |
| Sali Shamoun | San Diego, Ca | Dec 31, 2024 | Oct 23, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Oct 23, 2024 to Oct 17, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape