DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••• A•••••• N••••••• L•• for T•• A•••••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Timothy Glen RedmondEl Segundo, CaAug 11, 2020Aug 7, 2020
Allen Stuart TaylorFullerton, CaAug 13, 2020Aug 6, 2020
Marshall Scott HuddlestonFullerton, CaAug 13, 2020Aug 6, 2020
Sherry Jo TaylorFullerton, CaAug 13, 2020Aug 6, 2020
The rule
Registrations ended
Aug 11, 2020 to Aug 13, 2020
Registered next
Aug 6, 2020 to Aug 7, 2020
Branch state
CA
Cities
2, most in Fullerton, Ca
Registered there that day
414 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into T•• A•••••••• G••••