DFX Intelligence
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Team lift-out
2 advisors left S• W••••• for I••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jena Elizabeth Schuster | San Clemente, Ca | Nov 28, 2022 | Jan 28, 2019 |
| Leonard Emil Moulin | San Clemente, Ca | Nov 28, 2022 | Nov 21, 2022 |
The rule
- Registrations ended
- Nov 28, 2022
- Registered next
- Jan 28, 2019 to Nov 21, 2022
- Branch state
- CA
- Cities
- 1, most in San Clemente, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape