DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• G••••• L•• for E•••••• W••••• A•••••••• L••
no RAUMtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Anthony Thornton | Newport Beach, Ca | Apr 9, 2025 | Nov 5, 2024 |
| Jason Michael Rotman | Newport Beach, Ca | Apr 9, 2025 | May 2, 2025 |
The rule
- Registrations ended
- Apr 9, 2025
- Registered next
- Nov 5, 2024 to May 2, 2025
- Branch state
- CA
- Cities
- 1, most in Newport Beach, 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