DFX Intelligence
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Team lift-out
2 advisors left P•••••• C••••••• L•• for V•••••• G••••• I••••••••
asset managertoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Christopher Scalzo | San Diego, Ca | Sep 30, 2020 | Jan 1, 2025 |
| Thomas A Wyckoff | San Diego, Ca | Sep 30, 2020 | Mar 13, 2020 |
The rule
- Registrations ended
- Sep 30, 2020
- Registered next
- Mar 13, 2020 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape