DFX Intelligence
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Team lift-out
2 advisors left L• • S• A•••••••• I•• for A•••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jorge Luis Ambriz | Los Angeles, Ca | Mar 5, 2026 | Mar 10, 2026 |
| Matthew Aaron Nussbaum | Los Angeles, Ca | Mar 5, 2026 | Mar 5, 2026 |
The rule
- Registrations ended
- Mar 5, 2026
- Registered next
- Mar 5, 2026 to Mar 10, 2026
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape