DFX Intelligence
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Team lift-out
2 advisors left G••••••• C•••••• A•••••••• L•• for I••••••• A••••••• S•••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ahsoo Ahn | Beverly Hills, Ca | Jul 6, 2022 | Aug 22, 2022 |
| Zenia Lisette Delgado | Beverly Hills, Ca | Jul 6, 2022 | Aug 22, 2022 |
The rule
- Registrations ended
- Jul 6, 2022
- Registered next
- Aug 22, 2022
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape