DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Matthew R Donner | Chico, Ca | Mar 5, 2019 | Mar 4, 2019 |
| Devin John Potter | Chico, Ca | Mar 6, 2019 | Mar 4, 2019 |
| Muhammad Hussain Khaki | Chico, Ca | Mar 6, 2019 | Mar 5, 2019 |
The rule
- Registrations ended
- Mar 5, 2019 to Mar 6, 2019
- Registered next
- Mar 4, 2019 to Mar 5, 2019
- Branch state
- CA
- Cities
- 1, most in Chico, Ca
- Registered there that day
- 465 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape