DFX Intelligence
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Team lift-out
2 advisors left B••••• P••••• A•••••••• L•• for O•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 13, 2020 to Jan 14, 2020
- Registered next
- Jan 14, 2020
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape