DFX Intelligence
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Team lift-out
2 advisors left D••••• I••••••••• A••••••••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Coons | Santa Barbara, Ca | Dec 21, 2020 | Apr 13, 2020 |
| Timothy Victor Figueroa | Santa Barbara, Ca | Dec 21, 2020 | Apr 17, 2020 |
The rule
- Registrations ended
- Dec 21, 2020
- Registered next
- Apr 13, 2020 to Apr 17, 2020
- Branch state
- CA
- Cities
- 1, most in Santa Barbara, 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