DFX Intelligence
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Team lift-out
3 advisors left B•••••••• A•••• M••••••••• L•• for B•••••••• I••••••••• G••••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carol Jeanette Pipitone | Rancho Mirage, Ca | Jun 30, 2023 | Dec 19, 2025 |
| David Earl Hendershott | Altadena, Ca | Jun 30, 2023 | May 8, 2023 |
| Rostam Kevon Atefi | Newport Beach, Ca | Jun 30, 2023 | Oct 22, 2025 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- May 8, 2023 to Dec 19, 2025
- Branch state
- CA
- Cities
- 3, most in Rancho Mirage, Ca
- Registered there that day
- 116 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape