DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ronald Scott Means | Pleasanton, Ca | Feb 26, 2018 | May 3, 2022 |
| Trevor Blaine Thompson | Pleasanton, Ca | Feb 26, 2018 | Sep 26, 2025 |
The rule
- Registrations ended
- Feb 26, 2018
- Registered next
- May 3, 2022 to Sep 26, 2025
- Branch state
- CA
- Cities
- 1, most in Pleasanton, Ca
- Registered there that day
- 712 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape