DFX Intelligence
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Team lift-out
2 advisors left D• W••••• M••••••••• G••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryce Jeffrey Porter | San Diego, Ca | Mar 18, 2024 | Feb 15, 2024 |
| Michael Kevin Donohue | San Diego, Ca | Mar 18, 2024 | Feb 15, 2024 |
The rule
- Registrations ended
- Mar 18, 2024
- Registered next
- Feb 15, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape