DFX Intelligence
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Team lift-out
2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for E•••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 22, 2018 to Jun 1, 2018
- Registered next
- May 25, 2018 to Jun 5, 2018
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 1,535 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape