DFX Intelligence
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Team lift-out
3 advisors left C• P••••••• C••• for A••••••• S•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Dale Bolton | Aliso Viejo, Ca | Jun 2, 2026 | Jul 16, 2026 |
| Nicholas Lance Seltun | Coronado, Ca | Jun 2, 2026 | May 1, 2026 |
The rule
- Registrations ended
- Jun 2, 2026
- Registered next
- May 1, 2026 to Jul 16, 2026
- Branch state
- CA
- Cities
- 3, most in Aliso Viejo, Ca
- Registered there that day
- 46 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape