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 |
|---|---|---|---|
| David Allen Casparian | Livermore, Ca | Feb 2, 2023 | Jan 31, 2023 |
| David Paul Yahnian | Fresno, Ca | Feb 9, 2023 | Jan 31, 2023 |
The rule
- Registrations ended
- Feb 2, 2023 to Feb 23, 2023
- Registered next
- Jan 31, 2023 to Feb 22, 2023
- Branch state
- CA
- Cities
- 3, most in Livermore, Ca
- Registered there that day
- 427 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape