DFX Intelligence
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Team lift-out
2 advisors left A•••• W••••• M••••••••• G••••• L•• for R•••••• W••••• A•••••••• I•••
othertomixed wealthOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sandy G Levine | Irvine, Ca | Jul 22, 2020 | Jun 12, 2020 |
| Scott Locke Greenameyer | Irvine, Ca | Jul 22, 2020 | Aug 14, 2024 |
The rule
- Registrations ended
- Jul 22, 2020
- Registered next
- Jun 12, 2020 to Aug 14, 2024
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape