DFX Intelligence
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Team lift-out
2 advisors left R•••••• • A••••••••• for P••••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lorenzo Andres Sanchez Lopez | San Diego, Ca | Nov 9, 2020 | Mar 23, 2023 |
| Shalmali Suhas Kulkarni | San Diego, Ca | Nov 9, 2020 | Apr 21, 2023 |
The rule
- Registrations ended
- Nov 9, 2020
- Registered next
- Mar 23, 2023 to Apr 21, 2023
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape