DFX Intelligence
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Team lift-out
2 advisors left A••••• T••••• P•••••• W••••• for S••••• 5• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Hugh Swift | Manhattan Beach, Ca | Jun 30, 2022 | Jun 29, 2022 |
| Kathleen Ann Adams | Manhattan Beach, Ca | Jun 30, 2022 | Jun 29, 2022 |
The rule
- Registrations ended
- Jun 30, 2022
- Registered next
- Jun 29, 2022
- Branch state
- CA
- Cities
- 1, most in Manhattan Beach, Ca
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 7.4%
- Succession by the destination
- none on the tape