DFX Intelligence
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Team lift-out
2 advisors left M••••••• P••••••• S••••••••• L•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc Alan Lippincott | Tulare, Ca | Apr 16, 2020 | Apr 15, 2020 |
| Michelle Valdean Lippincott | Brea, Ca | Apr 16, 2020 | Apr 15, 2020 |
The rule
- Registrations ended
- Apr 16, 2020
- Registered next
- Apr 15, 2020
- Branch state
- CA
- Cities
- 1, most in Tulare, 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