DFX Intelligence
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Team lift-out
2 advisors left C•••• P•••••• W••••• A•••••••• L•• for S•• L••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Lynn Chesini | San Luis Obispo, Ca | Oct 3, 2025 | Sep 2, 2025 |
| Meredith Karman Collins | San Luis Obispo, Ca | Oct 3, 2025 | Sep 3, 2025 |
The rule
- Registrations ended
- Oct 3, 2025
- Registered next
- Sep 2, 2025 to Sep 3, 2025
- Branch state
- CA
- Cities
- 1, most in San L••• Obispo, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape