DFX Intelligence
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Team lift-out
2 advisors left G••••• R••••••••• P••••••• L•• for I••••••••• I••••••••• S•••••••• I••
institutionaltomixed wealthOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Reed Walter | San Rafael, Ca | Jun 1, 2026 | Jun 1, 2026 |
| Tyler Edward Schultz | San Rafael, Ca | Jun 4, 2026 | Jun 1, 2026 |
The rule
- Registrations ended
- Jun 1, 2026 to Jun 4, 2026
- Registered next
- Jun 1, 2026
- Branch state
- CA
- Cities
- 1, most in San Rafael, Ca
- Registered there that day
- 472 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape