DFX Intelligence
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Team lift-out
2 advisors left G••••• R••••••••• P••••••• L•• for I••••••••• F•••••••• P•••••••
institutionaltoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Anthony Preston | San Rafael, Ca | Aug 5, 2019 | Aug 5, 2019 |
| Steven Howard Bowes | San Rafael, Ca | Aug 5, 2019 | Aug 5, 2019 |
The rule
- Registrations ended
- Aug 5, 2019
- Registered next
- Aug 5, 2019
- Branch state
- CA
- Cities
- 1, most in San Rafael, Ca
- Registered there that day
- 236 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- a succession within a year (Oct 15, 2018), not necessarily this firm