DFX Intelligence
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Team lift-out
2 advisors left F••••••• F•••••••• S••••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelley Anne Lebica | El Segundo, Ca | Mar 30, 2022 | Mar 30, 2022 |
| Roger Joel Conde | El Segundo, Ca | Mar 30, 2022 | Mar 30, 2022 |
The rule
- Registrations ended
- Mar 30, 2022
- Registered next
- Mar 30, 2022
- Branch state
- CA
- Cities
- 1, most in El Segundo, Ca
- Registered there that day
- 87 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape