DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for B••• S••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Bradley Trim | La Mesa, Ca | Jun 3, 2018 | Jan 11, 2021 |
| Robert Gordon Seid | La Mesa, Ca | Jun 3, 2018 | Jan 13, 2021 |
The rule
- Registrations ended
- Jun 3, 2018
- Registered next
- Jan 11, 2021 to Jan 13, 2021
- Branch state
- CA
- Cities
- 1, most in La Mesa, Ca
- Registered there that day
- 332 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape