DFX Intelligence
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Team lift-out
3 advisors left F•••••• A••••••• for S••••• A•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ben Frank Sedillo | Santa Rosa, Ca | Jun 7, 2025 | May 9, 2025 |
| Kevin Charles Morrow | Sonoma, Ca | Jun 7, 2025 | Aug 3, 2025 |
| Todd Arthur Gomes | Santa Rosa, Ca | Jun 7, 2025 | May 9, 2025 |
The rule
- Registrations ended
- Jun 7, 2025
- Registered next
- May 9, 2025 to Aug 3, 2025
- Branch state
- CA
- Cities
- 2, most in Santa Rosa, Ca
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 19%
- Succession by the destination
- none on the tape