DFX Intelligence
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Team lift-out
2 advisors left S••••• F•••••••• C••••••••• I••• for C••••••• P••••••• I••••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christine Emma Quintero | Westlake Village, Ca | Dec 22, 2022 | Jun 17, 2022 |
| Neil Eric Elmouchi | Westlake Village, Ca | Dec 22, 2022 | Jun 17, 2022 |
The rule
- Registrations ended
- Dec 22, 2022
- Registered next
- Jun 17, 2022
- Branch state
- CA
- Cities
- 1, most in Westlake Village, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape