DFX Intelligence
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Team lift-out
2 advisors left M••••• A•••••••• L•• for A••••••• A••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Kim Lorenz | Camarillo, Ca | Aug 31, 2021 | Sep 2, 2021 |
| Ryan Patrick Trulove | Rocklin, Ca | Aug 31, 2021 | Sep 2, 2021 |
The rule
- Registrations ended
- Aug 31, 2021
- Registered next
- Sep 2, 2021
- Branch state
- CA
- Cities
- 2, most in Camarillo, Ca
- Registered there that day
- 112 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape