DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for M•••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Francis Thomason | Los Angeles, Ca | Sep 3, 2025 | Sep 2, 2025 |
| Kyle Ryan Briggs | Santa Monica, Ca | Sep 3, 2025 | Sep 2, 2025 |
The rule
- Registrations ended
- Sep 3, 2025
- Registered next
- Sep 2, 2025
- Branch state
- CA
- Cities
- 2, most in Santa Monica, Ca
- Registered there that day
- 12,172 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape