DFX Intelligence
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Team lift-out
2 advisors left C•••••••• W••••• M••••••••• for S•••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Ho Seo | Danville, Ca | Sep 4, 2025 | Jul 14, 2015 |
| Tracy Jao | San Ramon, Ca | Sep 4, 2025 | Jul 14, 2015 |
The rule
- Registrations ended
- Sep 4, 2025
- Registered next
- Jul 14, 2015
- Branch state
- CA
- Cities
- 2, most in San Ramon, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape