DFX Intelligence
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Team lift-out
2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for G••••• R••••••••• P••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 9, 2025
- Registered next
- Apr 2, 2025
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 76 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape