DFX Intelligence
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Team lift-out
2 advisors left D••••••• W••••• A•••••••• I••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Nathaniel Werner | San Diego, Ca | Jul 26, 2018 | Jan 1, 2025 |
| G. Bradley Douglas Owen | San Diego, Ca | Jul 26, 2018 | Jun 6, 2018 |
The rule
- Registrations ended
- Jul 26, 2018
- Registered next
- Jun 6, 2018 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape