DFX Intelligence
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Team lift-out
4 advisors left C•••••••• L•• for S•••••• W••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devon Galindo | Santa Monica, Ca | Aug 12, 2024 | Jul 15, 2024 |
| Kara Sue Boccella | Santa Monica, Ca | Aug 12, 2024 | Jul 15, 2024 |
| Laura Elizabeth Lemoine | Santa Monica, Ca | Aug 12, 2024 | Jul 15, 2024 |
| Rebecca Kathleen Shaw | Los Angeles, Ca | Aug 12, 2024 | Jul 15, 2024 |
The rule
- Registrations ended
- Aug 12, 2024
- Registered next
- Jul 15, 2024
- Branch state
- CA
- Cities
- 2, most in Santa Monica, Ca
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 24%
- Succession by the destination
- none on the tape