DFX Intelligence
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Team lift-out
2 advisors left W••••• A•••••••• I••• for I••••••••• F•••••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Dean Fincher | Rancho Santa Fe, Ca | Feb 16, 2024 | Feb 9, 2009 |
| Paul Edward Drolson | San Diego, Ca | Feb 16, 2024 | Feb 9, 2009 |
The rule
- Registrations ended
- Feb 16, 2024
- Registered next
- Feb 9, 2009
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape