DFX Intelligence
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Team lift-out
3 advisors left D••• D••••••• • C•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Andrew Grange | Santa Barbara, Ca | Dec 12, 2024 | Dec 11, 2024 |
| John Taylor Somerville | Santa Barbara, Ca | Dec 12, 2024 | Dec 11, 2024 |
| Joshua Daniel Anspaugh | Carlsbad, Ca | Dec 17, 2024 | Dec 16, 2024 |
The rule
- Registrations ended
- Dec 12, 2024 to Dec 17, 2024
- Registered next
- Dec 11, 2024 to Dec 16, 2024
- Branch state
- CA
- Cities
- 2, most in Santa Barbara, Ca
- Registered there that day
- 634 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape