DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W•••••• L•• for K•••••• I••••••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Allen Groth | San Diego, Ca | Jun 27, 2022 | Jun 23, 2022 |
| Michael Alan Wienandt | San Diego, Ca | Jun 27, 2022 | Jun 16, 2022 |
The rule
- Registrations ended
- Jun 27, 2022
- Registered next
- Jun 16, 2022 to Jun 23, 2022
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 119 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape