DFX Intelligence
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Team lift-out
3 advisors left C••••• I••••••••• A••••••• L•• for N•• A••••••• S••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregg Lawrence Turkin | Westlake Village, Ca | Apr 3, 2023 | Mar 31, 2023 |
| Marcus Alan Silver | West Lake Village, Ca | Apr 3, 2023 | Mar 31, 2023 |
| Victor Joseph Mastrella | Westlake Village, Ca | Apr 4, 2023 | Apr 3, 2023 |
The rule
- Registrations ended
- Apr 3, 2023 to Apr 4, 2023
- Registered next
- Mar 31, 2023 to Apr 3, 2023
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 2,732 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape