DFX Intelligence
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Team lift-out
3 advisors left M•••••• I••••••••• for T•••• W••••• S•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon M Berman | Westlake Village, Ca | Sep 5, 2024 | Sep 3, 2024 |
| David Trejo | Agoura Hills, Ca | Sep 5, 2024 | Nov 25, 2024 |
| Jacob Maurice Ferry | Westlake Village, Ca | Sep 5, 2024 | Sep 3, 2024 |
The rule
- Registrations ended
- Sep 5, 2024
- Registered next
- Sep 3, 2024 to Nov 25, 2024
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 83 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape