DFX Intelligence
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Team lift-out
2 advisors left S•• I••••••••• A•••••••• I••• for U••••• A•••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 22, 2024 to Nov 4, 2024
- Registered next
- Oct 16, 2024 to Oct 29, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 79 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape