DFX Intelligence
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Team lift-out
3 advisors left M••••• G••••• A••••••• I••• for S••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Russell Jellig | San Diego, Ca | Aug 29, 2025 | Jul 15, 2025 |
| Sandra Jean Mapp | San Diego, Ca | Aug 29, 2025 | Jul 15, 2025 |
| Sean Michael O'Connor | San Diego, Ca | Aug 29, 2025 | Jul 15, 2025 |
The rule
- Registrations ended
- Aug 29, 2025
- Registered next
- Jul 15, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 556 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape