DFX Intelligence
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Team lift-out
2 advisors left B•••• T•••• W••••• M••••••••• L•• for W•••• F•••• A•••••••
mixed wealthtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Levin | San Diego, Ca | Jan 26, 2024 | Jan 29, 2024 |
| Michael Anthony Dellisant | San Diego, Ca | Jan 26, 2024 | Jan 29, 2024 |
The rule
- Registrations ended
- Jan 26, 2024
- Registered next
- Jan 29, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape