DFX Intelligence
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Team lift-out
6 advisors left W••••••••• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Mason Dintaman | Mission Viejo, Ca | Oct 26, 2024 | Jan 17, 2024 |
| Daniel John Rohr | Arroyo Grande, Ca | Oct 26, 2024 | Jul 1, 2024 |
| Davee Nobuyoshi Hazama | Diamond Bar, Ca | Oct 26, 2024 | Jan 16, 2024 |
| Eugene Nathan Gordon | Palo Alto, Ca | Oct 26, 2024 | Jan 12, 2024 |
| Kevin Charles Swanson | San Luis Obispo, Ca | Oct 26, 2024 | Jan 24, 2024 |
| Zachary Scott Leedom | Santa Monica, Ca | Oct 26, 2024 | Jan 5, 2024 |
The rule
- Registrations ended
- Oct 26, 2024
- Registered next
- Jan 5, 2024 to Jul 1, 2024
- Branch state
- CA
- Cities
- 6, most in San Luis Obispo, Ca
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape