DFX Intelligence
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Team lift-out
3 advisors left C•••••• F•••••••• C••••••••• G••••• I••• for C••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheryl Lynn Seifert | San Juan Capistrano, Ca | Feb 28, 2020 | Jan 4, 2019 |
| Cory William Denherder | San Diego, Ca | Feb 28, 2020 | Jan 4, 2019 |
| Michael Shawn Wynns | San Diego, Ca | Feb 28, 2020 | Jan 4, 2019 |
The rule
- Registrations ended
- Feb 28, 2020
- Registered next
- Jan 4, 2019
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape