DFX Intelligence
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Team lift-out
2 advisors left A•••••• W••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erik Erle Simmons | Carlsbad, Ca | Jan 3, 2024 | Dec 4, 2023 |
| Robert Christopher Binkowski | Carlsbad, Ca | Jan 3, 2024 | Dec 4, 2023 |
The rule
- Registrations ended
- Jan 3, 2024
- Registered next
- Dec 4, 2023
- Branch state
- CA
- Cities
- 1, most in Carlsbad, Ca
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 5.3%
- Succession by the destination
- none on the tape