DFX Intelligence
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Team lift-out
2 advisors left C•••••• W••••• M••••••••• for A••• W••••• M•••••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Patrick Berry | Carlsbad, Ca | Dec 31, 2017 | Sep 22, 2017 |
| Russell Paul Carlson | San Jose, Ca | Dec 31, 2017 | Aug 16, 2017 |
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- Aug 16, 2017 to Sep 22, 2017
- Branch state
- CA
- Cities
- 2, most in San Jose, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape