DFX Intelligence
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Team lift-out
2 advisors left S•• I••••••••• A•••••••• I••• for C•• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laura Elizabeth Balback | San Diego, Ca | May 8, 2019 | Apr 26, 2019 |
| Tristan L Jacobi | San Diego, Ca | May 8, 2019 | Apr 29, 2019 |
The rule
- Registrations ended
- May 8, 2019
- Registered next
- Apr 26, 2019 to Apr 29, 2019
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 98 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- none on the tape