DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W••••• M••••••••• for V•••••• C•••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David L Allen | San Diego, Ca | Oct 28, 2020 | Nov 20, 2020 |
| Ryan David Meacham | San Diego, Ca | Oct 28, 2020 | Nov 20, 2020 |
The rule
- Registrations ended
- Oct 28, 2020
- Registered next
- Nov 20, 2020
- Branch state
- CA
- Cities
- 1, most in San Diego, 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