DFX Intelligence
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Team lift-out
2 advisors left S•• I••••••••• A•••••••• I••• for S••••• A•••• M••••••••• L•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 9, 2024 to Sep 19, 2024
- Registered next
- Sep 10, 2024 to Sep 24, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 105 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape