DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for K••• C•••••• P•••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Helena Sandoval | Folsom, Ca | Sep 22, 2023 | Jan 1, 2025 |
| Scott M Allison | Roseville, Ca | Sep 22, 2023 | Jan 1, 2025 |
The rule
- Registrations ended
- Sep 22, 2023
- Registered next
- Jan 1, 2025
- Branch state
- CA
- Cities
- 2, most in Folsom, Ca
- Registered there that day
- 20,209 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape