DFX Intelligence
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Team lift-out
3 advisors left G••••••• B•••••• • B••••••• W••••• A•• R••••••••• P••• M•••• L•• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Gilbert Brown | Sacramento, Ca | Mar 31, 2021 | Sep 24, 2012 |
| Kelly Thomas Brothers | Sacramento, Ca | Mar 31, 2021 | Jan 26, 2016 |
| Lon Edward Burford | Sacramento, Ca | Mar 31, 2021 | Sep 24, 2012 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Sep 24, 2012 to Jan 26, 2016
- Branch state
- CA
- Cities
- 1, most in Sacramento, Ca
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape