DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for A••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Iris Bullicer Ilao | Westlake, Ca | Jul 2, 2018 | Jan 24, 2018 |
| Donna Hicko | Los Angeles, Ca | Jul 3, 2018 | Aug 24, 2018 |
The rule
- Registrations ended
- Jul 2, 2018 to Jul 3, 2018
- Registered next
- Jan 24, 2018 to Aug 24, 2018
- Branch state
- CA
- Cities
- 2, most in Westlake, Ca
- Registered there that day
- 546 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape