DFX Intelligence
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Team lift-out
3 advisors left I••••••••• F•••••••• P••••••• for G••••• S•••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Andrew Emerson | Apple Valley, Ca | Sep 5, 2018 | Sep 4, 2018 |
| Scott Keith Smith | Apple Valley, Ca | Sep 5, 2018 | Sep 4, 2018 |
| Travis Fago | San Diego, Ca | Sep 5, 2018 | Sep 4, 2018 |
The rule
- Registrations ended
- Sep 5, 2018
- Registered next
- Sep 4, 2018
- Branch state
- CA
- Cities
- 2, most in Apple Valley, Ca
- Registered there that day
- 396 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape