DFX Intelligence
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Team lift-out
2 advisors left S•••••••• R•••••••• C•••••• M••••••••• L•• for S•••••••• I••••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Lawrence Krongold | Newport Beach, Ca | Mar 29, 2018 | Oct 24, 2016 |
| Morgan Robert Christen | Newport Beach, Ca | Mar 29, 2018 | May 6, 2016 |
The rule
- Registrations ended
- Mar 29, 2018
- Registered next
- May 6, 2016 to Oct 24, 2016
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape