DFX Intelligence
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Team lift-out
3 advisors left U••• B•••••• I••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leanne Kim Skelly | Pacifica, Ca | Sep 29, 2022 | Sep 28, 2022 |
| Melinda Simms Orozco | San Carlos, Ca | Sep 29, 2022 | Sep 28, 2022 |
| Michael Donovan Morrison | Arroyo Grande, Ca | Oct 3, 2022 | Oct 12, 2022 |
The rule
- Registrations ended
- Sep 29, 2022 to Oct 3, 2022
- Registered next
- Sep 28, 2022 to Oct 12, 2022
- Branch state
- CA
- Cities
- 3, most in Pacifica, Ca
- Registered there that day
- 737 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape