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 |
|---|---|---|---|
| Marianela A Silva | Anaheim, Ca | Sep 27, 2022 | Sep 21, 2022 |
| Mavel Becerra | Santa Ana, Ca | Sep 27, 2022 | Sep 21, 2022 |
| Cindy Han Le | San Diego, Ca | Oct 4, 2022 | Nov 17, 2023 |
The rule
- Registrations ended
- Sep 27, 2022 to Oct 4, 2022
- Registered next
- Sep 21, 2022 to Nov 17, 2023
- Branch state
- CA
- Cities
- 2, most in Santa Ana, Ca
- Registered there that day
- 13,908 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape