DFX Intelligence
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Team lift-out
3 advisors left S••••••••• A•••••• A•••••••• I••• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alain Brito | Irvine, Ca | Oct 28, 2022 | Oct 14, 2022 |
| Brandon Charles Morenz | Irvine, Ca | Oct 28, 2022 | Oct 14, 2022 |
| Robert John Davies | Irvine, Ca | Oct 28, 2022 | Oct 14, 2022 |
The rule
- Registrations ended
- Oct 28, 2022
- Registered next
- Oct 14, 2022
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 1,970 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm