DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L••••• W••••• A•••••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erick Donald Von Berge | San Diego, Ca | May 9, 2018 | May 29, 2018 |
| Erick Scott Conway | San Diego, Ca | May 9, 2018 | Jun 1, 2018 |
The rule
- Registrations ended
- May 9, 2018
- Registered next
- May 29, 2018 to Jun 1, 2018
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 14,227 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape