DFX Intelligence
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Team lift-out
2 advisors left A•••••• W••••• M••••••••• L•• for S•••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua J Khokhar | San Diego, Ca | Feb 3, 2025 | Feb 3, 2025 |
| Alan Derek Grismore | San Diego, Ca | Feb 7, 2025 | Feb 3, 2025 |
The rule
- Registrations ended
- Feb 3, 2025 to Feb 7, 2025
- Registered next
- Feb 3, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape