DFX Intelligence
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Team lift-out
2 advisors left T•• O•••••••• G•••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Thomas O'Donnell | Chico, Ca | Aug 24, 2026 | Aug 26, 2026 |
| Ryan Timothy O'Donnell | Chico, Ca | Aug 24, 2026 | Aug 26, 2026 |
The rule
- Registrations ended
- Aug 24, 2026
- Registered next
- Aug 26, 2026
- Branch state
- CA
- Cities
- 1, most in Chico, 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