DFX Intelligence
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Team lift-out
2 advisors left T•• R••••••••• G••••• L•• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian David Mclean | San Diego, Ca | Jun 10, 2024 | Nov 3, 2023 |
| Ronald Joseph Harpootlian | San Diego, Ca | Jun 20, 2024 | Sep 13, 2024 |
The rule
- Registrations ended
- Jun 10, 2024 to Jun 20, 2024
- Registered next
- Nov 3, 2023 to Sep 13, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape