DFX Intelligence
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Team lift-out
2 advisors left C••••••• A••••••• N••••••• L•• for C••••••• P•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kiley Connors Maertz | Laguna Niguel, Ca | Dec 31, 2023 | Jun 21, 2023 |
| Norman Ellsworth Mains | Aliso Viejo, Ca | Dec 31, 2023 | Nov 18, 2025 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jun 21, 2023 to Nov 18, 2025
- Branch state
- CA
- Cities
- 2, most in Aliso Viejo, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape