DFX Intelligence
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Team lift-out
3 advisors left N•••••••• A•••• M••••••••• for S••••• V••••• W••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 22, 2023
- Registered next
- Jun 16, 2023 to Jun 19, 2023
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 53 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape