DFX Intelligence
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Team lift-out
2 advisors left O•• W••••• I•••••••• for O•• W••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 30, 2024 to Jul 31, 2024
- Registered next
- May 22, 2024 to Jul 1, 2024
- Branch state
- CA
- Cities
- 2, most in El Segundo, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape