DFX Intelligence
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Team lift-out
2 advisors left R•••• M••••••••• A• M••••• A••••••• C•••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 31, 2024
- Registered next
- Jul 10, 2024 to Jul 11, 2024
- Branch state
- CA
- Cities
- 1, most in Menlo Park, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape