DFX Intelligence
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Team lift-out
2 advisors left T•• A••••••• G•••• for F•• S••••••••• C•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Manuel F Chinchay | Diamond Bar, Ca | Dec 31, 2022 | Feb 17, 2012 |
| Maria Krista Piechocki | Torrance, Ca | Dec 31, 2022 | Mar 9, 2011 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Mar 9, 2011 to Feb 17, 2012
- Branch state
- CA
- Cities
- 2, most in Torrance, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape