DFX Intelligence
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Team lift-out
2 advisors left P•• A••••••• for A•••••• A••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eatan Vijan | Santa Clara, Ca | Nov 30, 2022 | Dec 1, 2022 |
| Michael Allen Toy | Goleta, Ca | Nov 30, 2022 | Nov 30, 2022 |
The rule
- Registrations ended
- Nov 30, 2022
- Registered next
- Nov 30, 2022 to Dec 1, 2022
- Branch state
- CA
- Cities
- 2, most in Cupertino, Ca
- Registered there that day
- 78 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape