DFX Intelligence
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Team lift-out
2 advisors left A••••••• P••••••• A•••••••• L•• for D••••• F••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Michael Luskin | La Quinta, Ca | Aug 18, 2017 | Jul 14, 2017 |
| Taylor Robert Schulte | La Quinta, Ca | Aug 18, 2017 | Apr 17, 2021 |
The rule
- Registrations ended
- Aug 18, 2017
- Registered next
- Jul 14, 2017 to Apr 17, 2021
- Branch state
- CA
- Cities
- 1, most in La Quinta, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape