DFX Intelligence
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Team lift-out
2 advisors left O•• P••••••• for A••••••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Richard Tinker | Torrance, Ca | Jan 5, 2026 | Jan 8, 2026 |
| Sarah Abigail Brace | Torrance, Ca | Jan 5, 2026 | Jan 8, 2026 |
The rule
- Registrations ended
- Jan 5, 2026
- Registered next
- Jan 8, 2026
- Branch state
- CA
- Cities
- 1, most in Torrance, Ca
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape