DFX Intelligence
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Team lift-out
2 advisors left R••••• A•••••••• I••• for R•• W••••• M•••••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Patrick Ripley | Fullerton, Ca | Nov 26, 2015 | Feb 11, 2020 |
| Terri Grassi | Fullerton, Ca | Nov 26, 2015 | Oct 15, 2015 |
The rule
- Registrations ended
- Nov 26, 2015
- Registered next
- Oct 15, 2015 to Feb 11, 2020
- Branch state
- CA
- Cities
- 1, most in Fullerton, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape