DFX Intelligence
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Team lift-out
4 advisors left L•••• F••• A••••••• S••••••• for I••••••••• W••••• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carly Marie Jeavons | Newport Beach, Ca | Feb 26, 2021 | Mar 18, 2021 |
| David Munho Choi | Newport Beach, Ca | Feb 26, 2021 | Mar 15, 2022 |
| Peter Randall Zierhut | Newport Beach, Ca | Feb 26, 2021 | Feb 23, 2021 |
| Whitney Christine Massey | Irvine, Ca | Feb 26, 2021 | Feb 23, 2021 |
The rule
- Registrations ended
- Feb 26, 2021
- Registered next
- Feb 23, 2021 to Mar 15, 2022
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 112 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape