DFX Intelligence
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Team lift-out
2 advisors left C••••••••• P•••••••• R••••• C••• for W••••• W•••• A•••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel James Packard | Escondido, Ca | Jul 21, 2023 | Jul 18, 2023 |
| Ronald Chris Packard | Escondido, Ca | Jul 21, 2023 | Jul 12, 2023 |
The rule
- Registrations ended
- Jul 21, 2023
- Registered next
- Jul 12, 2023 to Jul 18, 2023
- Branch state
- CA
- Cities
- 1, most in Escondido, Ca
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- a succession within a year (Mar 22, 2024), not necessarily this firm