DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Jason Henderson | Temecula, Ca | May 15, 2018 | May 11, 2018 |
| Brian Patrick Finley | Temecula, Ca | May 15, 2018 | May 10, 2018 |
| Chad Thomas Brown | San Diego, Ca | May 15, 2018 | May 11, 2018 |
| Michael Stephen Butsko | Temecula, Ca | May 15, 2018 | May 11, 2018 |
The rule
- Registrations ended
- May 15, 2018
- Registered next
- May 10, 2018 to May 11, 2018
- Branch state
- CA
- Cities
- 2, most in Temecula, Ca
- Registered there that day
- 14,212 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape