DFX Intelligence
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Team lift-out
2 advisors left S•• W••••• for A••••• T••••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lance Millar | San Francisco, Ca | Jun 10, 2025 | May 25, 2025 |
| Stewart Driscoll Preziose | San Francisco, Ca | Jun 10, 2025 | May 22, 2025 |
The rule
- Registrations ended
- Jun 10, 2025
- Registered next
- May 22, 2025 to May 25, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 74 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape