DFX Intelligence
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Team lift-out
2 advisors left H••••••••• C•••••• M••••••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sean Seung Lee | Newport Beach, Ca | Jul 17, 2026 | Jun 24, 2026 |
| Zachary James Staggs | Newport Beach, Ca | Jul 17, 2026 | Jun 24, 2026 |
The rule
- Registrations ended
- Jul 17, 2026
- Registered next
- Jun 24, 2026
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape