DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Betty Ahn | Laguna Beach, Ca | Jun 24, 2026 | Jun 17, 2026 |
| Colten Michael Franco | Laguna Beach, Ca | Jun 24, 2026 | Jun 17, 2026 |
| Scott Thomas Sargent | Laguna Niguel, Ca | Jun 24, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- Jun 24, 2026
- Registered next
- Jun 17, 2026
- Branch state
- CA
- Cities
- 2, most in Laguna Beach, Ca
- Registered there that day
- 14,447 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape