DFX Intelligence
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Team lift-out
2 advisors left D•• M•••• G••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leonardo Sepulveda Bojorquez | Alamo, Ca | Jun 12, 2024 | Jun 6, 2024 |
| Richard M Del Monte | Alamo, Ca | Jun 13, 2024 | Jan 12, 2026 |
The rule
- Registrations ended
- Jun 12, 2024 to Jun 13, 2024
- Registered next
- Jun 6, 2024 to Jan 12, 2026
- Branch state
- CA
- Cities
- 1, most in Alamo, 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