DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark G Mannarelli | La Canada Flintridge, Ca | Jul 23, 2018 | Jul 23, 2018 |
| Daniel Mehan | Chico, Ca | Jul 25, 2018 | Jul 25, 2018 |
The rule
- Registrations ended
- Jul 23, 2018 to Jul 25, 2018
- Registered next
- Jul 23, 2018 to Jul 25, 2018
- Branch state
- CA
- Cities
- 2, most in La Canada Flintridge, Ca
- Registered there that day
- 535 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape