DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marena Mary Tufenkjian | La Mesa, Ca | Jan 15, 2019 | Jan 14, 2019 |
| Peter Tsutae Morimoto | Rancho Santa Fe, Ca | Jan 15, 2019 | Jan 11, 2019 |
| Roy Morgan Elliott | San Diego, Ca | Jan 15, 2019 | Jan 14, 2019 |
| Samuel Douglas Hoeck | Rancho Santa Fe, Ca | Jan 15, 2019 | Jan 14, 2019 |
The rule
- Registrations ended
- Jan 15, 2019
- Registered next
- Jan 11, 2019 to Jan 14, 2019
- Branch state
- CA
- Cities
- 3, most in Rancho Santa Fe, Ca
- Registered there that day
- 14,295 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape