DFX Intelligence
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Team lift-out
4 advisors left T• A••••••••• I••••••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zana Lyn Lugo | Cupertino, Ca | May 23, 2020 | Jul 29, 2020 |
| Gregory Giandalone | Santa Monica, Ca | May 29, 2020 | Jun 26, 2020 |
The rule
- Registrations ended
- May 23, 2020 to Jun 11, 2020
- Registered next
- Jun 25, 2020 to Jul 29, 2020
- Branch state
- CA
- Cities
- 4, most in Cupertino, Ca
- Registered there that day
- 1,404 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape