DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for I••••••• A••••••• S•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ahsoo Ahn | Los Angeles, Ca | Jul 2, 2020 | Jul 2, 2020 |
| Azelia Aguilar Betancourt | Los Angeles, Ca | Jul 2, 2020 | Jul 10, 2020 |
| Zenia Lisette Delgado | Los Angeles, Ca | Jul 2, 2020 | Jul 1, 2020 |
The rule
- Registrations ended
- Jul 2, 2020
- Registered next
- Jul 1, 2020 to Jul 10, 2020
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 16,212 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape