DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left B•• A•• I••••••••• A••••••• L•• for E•••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dillon James ChristensenLos Angeles, CaSep 14, 2020Jan 29, 2021
Eric Scott BrightLos Angeles, CaSep 14, 2020Oct 21, 2020
Andrew Douglas PalmerLos Angeles, CaSep 15, 2020Oct 21, 2020
Darell Leonard KrasnoffLos Angeles, CaSep 15, 2020Oct 21, 2020
The rule
Registrations ended
Sep 14, 2020 to Sep 15, 2020
Registered next
Oct 21, 2020 to Jan 29, 2021
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
27%
Succession by the destination
none on the tape
Other teams out of B•• A•• I••••••••• A••••••• L••Other teams into E•••• A•••••••