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 |
|---|---|---|---|
| Ramez Raheb | Mission Viejo, Ca | Sep 15, 2021 | Aug 25, 2021 |
| William C Carlisle | Corte Madera, Ca | Sep 24, 2021 | May 9, 2022 |
The rule
- Registrations ended
- Sep 15, 2021 to Sep 24, 2021
- Registered next
- Aug 25, 2021 to May 9, 2022
- Branch state
- CA
- Cities
- 2, most in Mission Viejo, Ca
- Registered there that day
- 845 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape