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 |
|---|---|---|---|
| Edgar Allen Thomas | Aliso Viejo, Ca | Dec 6, 2022 | Sep 26, 2022 |
| William Dennis Burns | Aliso Viejo, Ca | Dec 6, 2022 | Jan 1, 2025 |
The rule
- Registrations ended
- Dec 6, 2022
- Registered next
- Sep 26, 2022 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Aliso Viejo, Ca
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape