DFX Intelligence
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Team lift-out
2 advisors left M••••• G••••• A••••••• I••• for U•• F•••••••• S••••••• I•••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin J Kingsley | San Diego, Ca | Mar 8, 2019 | Mar 12, 2019 |
| Dustin Craig Rief | San Diego, Ca | Mar 8, 2019 | Mar 12, 2019 |
The rule
- Registrations ended
- Mar 8, 2019
- Registered next
- Mar 12, 2019
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 137 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape