DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for U••••• C•••••• F•••••••• A•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Matthew Gabler | Agoura Hills, Ca | Aug 25, 2025 | Aug 22, 2025 |
| James Laurence Rehfeld | Los Angeles, Ca | Aug 25, 2025 | Aug 22, 2025 |
The rule
- Registrations ended
- Aug 25, 2025
- Registered next
- Aug 22, 2025
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 21,694 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape