DFX Intelligence
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Team lift-out
2 advisors left C•••••• W••••• M••••••••• for C•••••• C•••••• M•••••••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Nmn Luna | San Jose, Ca | Mar 29, 2018 | Oct 10, 2011 |
| Erik Allen Schei | San Jose, Ca | Mar 29, 2018 | Oct 10, 2011 |
The rule
- Registrations ended
- Mar 29, 2018
- Registered next
- Oct 10, 2011
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape