DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Judy Marie Ruiz | Roseville, Ca | Jun 25, 2020 | Jun 22, 2020 |
| Ryan James Allen | Sacramento, Ca | Jun 25, 2020 | Jun 22, 2020 |
The rule
- Registrations ended
- Jun 25, 2020
- Registered next
- Jun 22, 2020
- Branch state
- CA
- Cities
- 2, most in Roseville, Ca
- Registered there that day
- 14,379 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape