DFX Intelligence
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Team lift-out
2 advisors left H••••••• W••••• P••••••• for H••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew M Jensen | Sherman Oaks, Ca | Jul 21, 2022 | Oct 5, 2022 |
| Cyrus Mcdonald Amini | Sherman Oaks, Ca | Jul 29, 2022 | Jun 1, 2023 |
The rule
- Registrations ended
- Jul 21, 2022 to Jul 29, 2022
- Registered next
- Oct 5, 2022 to Jun 1, 2023
- Branch state
- CA
- Cities
- 1, most in Sherman Oaks, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape