DFX Intelligence
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Team lift-out
2 advisors left F•••• H•••••••• C••••••••• I••• for R•• F••••• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Emerson Bennett | Camarillo, Ca | Jan 23, 2023 | Sep 18, 2023 |
| Sharon M Consoli | Westlake Village, Ca | Jan 23, 2023 | Sep 18, 2023 |
The rule
- Registrations ended
- Jan 23, 2023
- Registered next
- Sep 18, 2023
- Branch state
- CA
- Cities
- 2, most in Camarillo, Ca
- Registered there that day
- 90 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape