DFX Intelligence
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Team lift-out
2 advisors left N••••••• A••••••• L•• for D•• I••••••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Anthony Halby | La Jolla, Ca | Apr 2, 2019 | Mar 26, 2019 |
| Thomas Scott Brenner | San Diego, Ca | Apr 2, 2019 | Mar 26, 2019 |
The rule
- Registrations ended
- Apr 2, 2019
- Registered next
- Mar 26, 2019
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape