DFX Intelligence
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Team lift-out
3 advisors left P••••••••• F•••••••• S••••••• for T•• P••••• F•••••••• G•••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew John Taylor | San Rafael, Ca | Jun 21, 2019 | Jun 21, 2019 |
| Kelly S Lawson | San Francisco, Ca | Jun 24, 2019 | Aug 22, 2018 |
| Terry Lee Allen | San Francisco, Ca | Jun 24, 2019 | Jun 25, 2019 |
The rule
- Registrations ended
- Jun 21, 2019 to Jun 24, 2019
- Registered next
- Aug 22, 2018 to Jun 25, 2019
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape