DFX Intelligence
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Team lift-out
2 advisors left W••••••••• C••••••• A••••••• L•• for 1••• I••••••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 31, 2023
- Registered next
- Dec 14, 2022 to Dec 18, 2022
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape