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 |
|---|---|---|---|
| Coley Baynes Davis | Irvine, Ca | Mar 26, 2020 | Mar 11, 2020 |
| Coley Baynes Davis | Irvine, Ca | Mar 26, 2020 | Mar 13, 2020 |
| Linda Diane Dunbar | Irvine, Ca | Mar 26, 2020 | Mar 25, 2020 |
The rule
- Registrations ended
- Mar 26, 2020
- Registered next
- Mar 11, 2020 to Mar 25, 2020
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape