DFX Intelligence
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Team lift-out
2 advisors left K••••• F••••••••• L•• for K••••• F••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annette Gallo | Westlake Village, Ca | Aug 1, 2021 | Jun 25, 2021 |
| Kiel Spencer Holmes | Long Beach, Ca | Aug 1, 2021 | Sep 10, 2021 |
The rule
- Registrations ended
- Aug 1, 2021
- Registered next
- Jun 25, 2021 to Sep 10, 2021
- Branch state
- CA
- Cities
- 2, most in Long Beach, 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