DFX Intelligence
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Team lift-out
2 advisors left T••••••••• W•••••• L•• for T••••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 11, 2025 to Aug 12, 2025
- Registered next
- Feb 27, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape