DFX Intelligence
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Team lift-out
2 advisors left A•••••••• C•••••• L•• for N•••• • D•••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Edward Nerad | La Jolla, Ca | May 29, 2020 | Apr 20, 2020 |
| Steven James Deppe | La Jolla, Ca | May 29, 2020 | Apr 20, 2020 |
The rule
- Registrations ended
- May 29, 2020
- Registered next
- Apr 20, 2020
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape