DFX Intelligence
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Team lift-out
4 advisors left S••••••• F•••••••• S•••••••• I••• for M•• I•••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edgar Javier Jimenez Mora | San Diego, Ca | Aug 9, 2022 | Aug 24, 2022 |
| Erica Cordova | San Diego, Ca | Aug 9, 2022 | Aug 11, 2022 |
| Kenza Ravi Mckerrihan | San Diego, Ca | Aug 11, 2022 | Aug 12, 2022 |
| Andrew Patrick Baker | San Diego, Ca | Aug 12, 2022 | Aug 11, 2022 |
The rule
- Registrations ended
- Aug 9, 2022 to Aug 12, 2022
- Registered next
- Aug 11, 2022 to Aug 24, 2022
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 940 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape