DFX Intelligence
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Team lift-out
3 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Avedis Hachigian | Oceanside, Ca | Oct 18, 2022 | Oct 18, 2022 |
| Michael John Kosolcharoen | Ladera Ranch, Ca | Oct 25, 2022 | Oct 24, 2022 |
| Jane Elizabeth Terry Khalaf | Palo Alto, Ca | Nov 8, 2022 | Nov 7, 2022 |
The rule
- Registrations ended
- Oct 18, 2022 to Nov 8, 2022
- Registered next
- Oct 18, 2022 to Nov 7, 2022
- Branch state
- CA
- Cities
- 3, most in Oceanside, Ca
- Registered there that day
- 18,670 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape