DFX Intelligence
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Team lift-out
2 advisors left A•••••• L•• for V•••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon Westfall Courtney | Santa Barbara, Ca | Nov 8, 2019 | Mar 7, 2022 |
| Nayivi Veronica Velez | Westlake Village, Ca | Nov 8, 2019 | Mar 1, 2022 |
The rule
- Registrations ended
- Nov 8, 2019
- Registered next
- Mar 1, 2022 to Mar 7, 2022
- Branch state
- CA
- Cities
- 2, most in Santa Barbara, Ca
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape