DFX Intelligence
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Team lift-out
2 advisors left O•••••••• I••• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bart Adrian Zandbergen | San Juan Capistrano, Ca | Oct 7, 2020 | Oct 6, 2020 |
| Letitia Steiner Berbaum | San Juan Capistrano, Ca | Oct 7, 2020 | Oct 6, 2020 |
The rule
- Registrations ended
- Oct 7, 2020
- Registered next
- Oct 6, 2020
- Branch state
- CA
- Cities
- 1, most in San Juan Capistrano, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape