DFX Intelligence
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Team lift-out
2 advisors left X• C•••••• L•• for A•••••• F••••• O•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Bryan Stern | Los Angeles, Ca | Jun 16, 2026 | Jun 3, 2026 |
| Jason Ramsay Oclaray | Los Angeles, Ca | Jun 16, 2026 | Jun 3, 2026 |
The rule
- Registrations ended
- Jun 16, 2026
- Registered next
- Jun 3, 2026
- Branch state
- CA
- Cities
- 1, most in Los A••••••, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape