DFX Intelligence
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Team lift-out
2 advisors left C•••••• S•••••• P••••••• for P••• A••••• S••••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathon Paul Soucier | Irvine, Ca | Oct 27, 2015 | Nov 2, 2015 |
| Anthony Christopher Rossi | Irvine, Ca | Nov 10, 2015 | Dec 7, 2015 |
The rule
- Registrations ended
- Oct 27, 2015 to Nov 10, 2015
- Registered next
- Nov 2, 2015 to Dec 7, 2015
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape