DFX Intelligence
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Team lift-out
3 advisors left V••••• A•••• M••••••••• for E•••••••• M••• A•••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Lewis | Costa Mesa, Ca | Nov 30, 2022 | Sep 15, 2022 |
| Christopher Michael Chatto | Pleasanton, Ca | Nov 30, 2022 | Aug 25, 2022 |
| Christopher Raymond Reid | Roseville, Ca | Nov 30, 2022 | Sep 9, 2022 |
The rule
- Registrations ended
- Nov 30, 2022
- Registered next
- Aug 25, 2022 to Mar 21, 2025
- Branch state
- CA
- Cities
- 3, most in Roseville, Ca
- Registered there that day
- 65 (people still on IAPD; an estimate)
- Share of that headcount
- 4.6%
- Succession by the destination
- none on the tape