DFX Intelligence
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Team lift-out
2 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for K••••••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Michael Valenzuela | Rancho Mirage, Ca | Sep 20, 2024 | Aug 25, 2024 |
| Timothy Todd Luttmers | Rancho Mirage, Ca | Sep 20, 2024 | Aug 25, 2024 |
The rule
- Registrations ended
- Sep 20, 2024
- Registered next
- Aug 25, 2024
- Branch state
- CA
- Cities
- 1, most in Rancho Mirage, Ca
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape