DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for P••••••••• A••••••• S••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Del Brown | Montecito, Ca | Oct 25, 2018 | Oct 15, 2018 |
| Scott Ryan Malone | Santa Barbara, Ca | Oct 25, 2018 | Oct 12, 2018 |
The rule
- Registrations ended
- Oct 25, 2018
- Registered next
- Oct 12, 2018 to Oct 15, 2018
- Branch state
- CA
- Cities
- 2, most in Montecito, Ca
- Registered there that day
- 14,272 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape