DFX Intelligence
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Team lift-out
3 advisors left E•••• A••••••• for I•••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Chih Hou | Los Angeles, Ca | Sep 4, 2026 | Jun 10, 2022 |
| Mark Elliott Sear | Los Angeles, Ca | Sep 4, 2026 | Jun 16, 2023 |
| Melanie C Jones | Los Angeles, Ca | Sep 4, 2026 | Jun 16, 2023 |
The rule
- Registrations ended
- Sep 4, 2026
- Registered next
- Jun 10, 2022 to Jun 16, 2023
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 7.3%
- Succession by the destination
- none on the tape