DFX Intelligence
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Team lift-out
2 advisors left B••••••••• W••••• A•••••••• L•• for B••••• W••••• G••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher James Bulman | Roseville, Ca | Aug 23, 2023 | Apr 30, 2021 |
| Scott Andrew Vlahon | Roseville, Ca | Aug 23, 2023 | Jul 6, 2021 |
The rule
- Registrations ended
- Aug 23, 2023
- Registered next
- Apr 30, 2021 to Jul 6, 2021
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 197 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape