DFX Intelligence
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Team lift-out
2 advisors left S•••••••• R•••••••• C•••••• M••••••••• L•• for W••••• T•••• A•••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dane Andrew Petchul | Newport Beach, Ca | Oct 6, 2015 | Oct 15, 2015 |
| Michael Francis Alongi | Newport Beach, Ca | Oct 6, 2015 | Jan 5, 2026 |
The rule
- Registrations ended
- Oct 6, 2015
- Registered next
- Oct 15, 2015 to Jan 5, 2026
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape