DFX Intelligence
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Team lift-out
2 advisors left C•••••• V•••• M••••••••• L•• for B••••••••• A•••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joy Prefer Cohen | Beverly Hills, Ca | Jul 23, 2025 | Jul 29, 2025 |
| Linda Michelle Sherman | Beverly Hills, Ca | Jul 23, 2025 | Jul 29, 2025 |
The rule
- Registrations ended
- Jul 23, 2025
- Registered next
- Jul 29, 2025
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape