DFX Intelligence
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Team lift-out
2 advisors left A•••••• W••••• M••••••••• L•• for R•••• 2• P•••••• W••••• I•••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Cari Blouin | Carlsbad, Ca | Dec 2, 2024 | Dec 12, 2024 |
| Peter Eric Weitz | Carlsbad, Ca | Dec 2, 2024 | Sep 9, 2024 |
The rule
- Registrations ended
- Dec 2, 2024
- Registered next
- Sep 9, 2024 to Dec 12, 2024
- Branch state
- CA
- Cities
- 1, most in Carlsbad, Ca
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 4.9%
- Succession by the destination
- none on the tape