DFX Intelligence
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Team lift-out
2 advisors left M•••••• I••••••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jorge Armando Soriano | Los Angeles, Ca | Aug 19, 2025 | Aug 6, 2025 |
| Rehan Chaudhry | Valley Village, Ca | Aug 19, 2025 | Aug 21, 2025 |
The rule
- Registrations ended
- Aug 19, 2025
- Registered next
- Aug 6, 2025 to Aug 21, 2025
- Branch state
- CA
- Cities
- 2, most in Valley Village, Ca
- Registered there that day
- 91 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape