DFX Intelligence
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Team lift-out
3 advisors left U••• B•••••• A•••••••• L•• for R•• S••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron James Malardino | Del Mar, Ca | Mar 12, 2018 | Mar 13, 2018 |
| Armando David Feighl | Mission Viejo, Ca | Mar 12, 2018 | Mar 20, 2018 |
| Matthew Guillory | Solana Beach, Ca | Mar 12, 2018 | Mar 13, 2018 |
The rule
- Registrations ended
- Mar 12, 2018
- Registered next
- Mar 13, 2018 to Mar 20, 2018
- Branch state
- CA
- Cities
- 3, most in Mission Viejo, Ca
- Registered there that day
- 203 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape