DFX Intelligence
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Team lift-out
2 advisors left K•• S•••• • A••••••••• I•• for L••• A•••••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brendan William Van Cleve | San Diego, Ca | Jan 30, 2019 | Mar 28, 2014 |
| Jeffrey Anton Christie | San Diego, Ca | Jan 30, 2019 | Mar 12, 2014 |
The rule
- Registrations ended
- Jan 30, 2019
- Registered next
- Mar 12, 2014 to Mar 28, 2014
- Branch state
- CA
- Cities
- 1, most in San Diego, 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