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 |
|---|---|---|---|
| Scott Anthony Glasson | La Jolla, Ca | Mar 8, 2023 | Mar 1, 2023 |
| Britney Lundgren | San Diego, Ca | Mar 9, 2023 | Jan 1, 2026 |
| Cristian Manuel Martinez | Antioch, Ca | Mar 9, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Mar 8, 2023 to Mar 9, 2023
- Registered next
- Mar 1, 2023 to Jan 1, 2026
- Branch state
- CA
- Cities
- 3, most in La Jolla, Ca
- Registered there that day
- 13,789 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape