DFX Intelligence
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Team lift-out
2 advisors left S•••• I•••••••• L•• for H•••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Craig Holst | Roseville, Ca | Aug 25, 2022 | Nov 27, 2019 |
| Michael Gregory Tudor | Roseville, Ca | Aug 25, 2022 | Nov 18, 2019 |
The rule
- Registrations ended
- Aug 25, 2022
- Registered next
- Nov 18, 2019 to Nov 27, 2019
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape