DFX Intelligence
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Team lift-out
3 advisors left I••••••••• F•••••••• P••••••• for I••••••••• W••••• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy David Gottlieb | Carlsbad, Ca | Jan 17, 2019 | Jan 17, 2019 |
| Kent Bradston Tedrick | Carlsbad, Ca | Jan 17, 2019 | Jan 17, 2019 |
| Luke James Schork | Bonsall, Ca | Jan 17, 2019 | Jan 30, 2019 |
The rule
- Registrations ended
- Jan 17, 2019
- Registered next
- Jan 17, 2019 to Jan 30, 2019
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 267 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape