DFX Intelligence
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Team lift-out
2 advisors left B•••• T•••• W••••• M••••••••• L•• for P••••••• W••••• G••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres Esteban Guzman | Irvine, Ca | Apr 22, 2024 | Jul 15, 2024 |
| Christopher Sean Cox | Mountain View, Ca | Apr 22, 2024 | May 22, 2024 |
The rule
- Registrations ended
- Apr 22, 2024
- Registered next
- May 22, 2024 to Jul 15, 2024
- Branch state
- CA
- Cities
- 2, most in Mountain View, Ca
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 8.3%
- Succession by the destination
- none on the tape