DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left A•••••• W••••• M••••••••• L•• for B•••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Nathan Robert MorganSan Diego, CaJan 15, 2025Jan 17, 2025
Dee HouseCarlsbad, CaJan 15, 2025Jan 17, 2025
Michael William BestCarlsbad, CaJan 15, 2025Jan 17, 2025
The rule
Registrations ended
Jan 15, 2025
Registered next
Jan 17, 2025
Branch state
CA
Cities
2, most in San Diego, Ca
Registered there that day
36 (people still on IAPD; an estimate)
Share of that headcount
8.3%
Succession by the destination
none on the tape
Other teams out of A•••••• W••••• M••••••••• L••Other teams into B•••••••• A•••• M••••••••• L••