DFX Intelligence
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Team lift-out
2 advisors left T•••••• C••••••• I••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael David Hernandez | Irvine, Ca | Mar 9, 2018 | Nov 29, 2017 |
| Thomas Cameron Morgan | Irvine, Ca | Mar 9, 2018 | Nov 29, 2017 |
The rule
- Registrations ended
- Mar 9, 2018
- Registered next
- Nov 29, 2017
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 84 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape