DFX Intelligence
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Team lift-out
10 advisors left W••••••••• R••••••••• A••••••• for A••••••••• R•••••••••
institutionaltono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sophois Sokhom | Aliso Viejo, Ca | Jul 6, 2023 | May 20, 2023 |
| Brian Keith Brummell | Aliso Viejo, Ca | Jul 18, 2023 | Jan 2, 2026 |
| Christopher M Giovinazzo | Aliso Viejo, Ca | Jul 31, 2023 | May 9, 2023 |
| Conor Kenneth Weir | Aliso Viejo, Ca | Jul 31, 2023 | May 15, 2023 |
| Eric Carl Carlson | Aliso Viejo, Ca | Jul 31, 2023 | May 15, 2023 |
| Glenn Mark Cassidy | Aliso Viejo, Ca | Jul 31, 2023 | May 10, 2023 |
| Lloyd Jon Engleman | Aliso Viejo, Ca | Jul 31, 2023 | Jan 22, 2024 |
| Phillip Anthony Matheson | Aliso Viejo, Ca | Jul 31, 2023 | May 15, 2023 |
| Thomas Patrick Freismuth | Aliso Viejo, Ca | Jul 31, 2023 | May 16, 2023 |
The rule
- Registrations ended
- Jul 6, 2023 to Jul 31, 2023
- Registered next
- May 9, 2023 to Jan 2, 2026
- Branch state
- CA
- Cities
- 1, most in Aliso Viejo, Ca
- Registered there that day
- 94 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape