DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Ward Wren | La Jolla, Ca | Jul 5, 2022 | Jun 28, 2022 |
| Mary Lavana Bui | Long Beach, Ca | Jul 12, 2022 | Aug 2, 2022 |
| Patricia Adrian | Camarillo, Ca | Jul 12, 2022 | Jul 6, 2022 |
The rule
- Registrations ended
- Jul 5, 2022 to Jul 12, 2022
- Registered next
- Jun 28, 2022 to Aug 2, 2022
- Branch state
- CA
- Cities
- 3, most in La Jolla, Ca
- Registered there that day
- 14,010 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape