DFX Intelligence
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Team lift-out
2 advisors left W••••••••• P••••••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 8, 2025
- Registered next
- Aug 1, 2025
- Branch state
- IA
- Cities
- 1, most in Camanche, Ia
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape