DFX Intelligence
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Team lift-out
3 advisors left C••••• M•••••• for S••••••••• A•••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Scott Katz | Irvine, Ca | Feb 25, 2020 | Mar 5, 2020 |
| Richard James London | Irvine, Ca | Feb 25, 2020 | Mar 5, 2020 |
| Carol Lynn Knowlton-Chirko | Irvine, Ca | Mar 3, 2020 | Mar 3, 2020 |
The rule
- Registrations ended
- Feb 25, 2020 to Mar 3, 2020
- Registered next
- Mar 3, 2020 to Mar 5, 2020
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 47 (people still on IAPD; an estimate)
- Share of that headcount
- 6.4%
- Succession by the destination
- none on the tape