DFX Intelligence
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Team lift-out
2 advisors left P•••••• A•••• M••••••••• for I••••••••• F•••••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Morrie Wolbrum Reiff | Calabasas, Ca | Apr 29, 2025 | May 4, 2010 |
| Paul Sueyuki Okawa | Calabass, Ca | Apr 29, 2025 | Apr 28, 2010 |
The rule
- Registrations ended
- Apr 29, 2025
- Registered next
- Apr 28, 2010 to May 4, 2010
- Branch state
- CA
- Cities
- 2, most in Calabasas, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape