DFX Intelligence
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Team lift-out
2 advisors left V•••••• W••• C•••••• M••••••••• for I••••••••• A••••••• N•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Curtis Scott Burns | San Diego, Ca | Aug 17, 2018 | Jun 19, 2018 |
| Todd David Blackburn | San Diego, Ca | Aug 17, 2018 | Jun 19, 2018 |
The rule
- Registrations ended
- Aug 17, 2018
- Registered next
- Jun 19, 2018
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape