DFX Intelligence
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Team lift-out
2 advisors left P••••••••• S••••••••• C••••••••• for M••••••• P••••••• S••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc Alan Lippincott | Tulare, Ca | Apr 18, 2019 | Apr 23, 2019 |
| Michelle Valdean Lippincott | Tulare, Ca | Apr 18, 2019 | Apr 24, 2019 |
The rule
- Registrations ended
- Apr 18, 2019
- Registered next
- Apr 23, 2019 to Apr 24, 2019
- Branch state
- CA
- Cities
- 1, most in Tulare, Ca
- Registered there that day
- 243 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape