DFX Intelligence
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Team lift-out
3 advisors left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roger Jyhjung Chang | Fullerton, Ca | Oct 18, 2022 | Sep 28, 2022 |
| Brian Jeffrey Mccoy | Simi Valley, Ca | Oct 20, 2022 | May 9, 2022 |
| Eric Samuel Ball | Porterville, Ca | Oct 31, 2022 | Oct 31, 2022 |
The rule
- Registrations ended
- Oct 18, 2022 to Oct 31, 2022
- Registered next
- May 9, 2022 to Oct 31, 2022
- Branch state
- CA
- Cities
- 3, most in Fullerton, Ca
- Registered there that day
- 1,971 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape