DFX Intelligence
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Team lift-out
2 advisors left C••••••• A••••••• N••••••• L•• for C••••••• P•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Tarr Hackett | Aliso Viejo, Ca | Oct 18, 2022 | Sep 8, 2022 |
| David Lowell Hubble | Aliso Viejo, Ca | Oct 18, 2022 | Jan 1, 2025 |
The rule
- Registrations ended
- Oct 18, 2022
- Registered next
- Sep 8, 2022 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Aliso Viejo, Ca
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape