DFX Intelligence
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Team lift-out
2 advisors left S••••••••• I••••••••• L•• for C••••••••• W•••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caroline Grace Rakness | Beverly Hills, Ca | Mar 31, 2021 | Feb 24, 2022 |
| Pamela Harlan Wilson | Beverly Hills, Ca | Mar 31, 2021 | Feb 8, 2022 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Feb 8, 2022 to Feb 24, 2022
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape