DFX Intelligence
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Team lift-out
5 advisors left 2•••• C•••••• M••••••••• I•• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elmer Robert Branch | Costa Mesa, Ca | Nov 7, 2022 | Mar 7, 2022 |
| Larry Wayne Palmer | Costa Mesa, Ca | Nov 7, 2022 | Apr 25, 2022 |
| Leonard Richard Simpson | Costa Mesa, Ca | Nov 7, 2022 | Apr 26, 2022 |
| Samir Chunilal Thakkar | Costa Mesa, Ca | Nov 7, 2022 | Mar 8, 2022 |
| Tom Raymond Gibbings | Costa Mesa, Ca | Nov 7, 2022 | Mar 8, 2022 |
The rule
- Registrations ended
- Nov 7, 2022
- Registered next
- Mar 7, 2022 to Apr 26, 2022
- Branch state
- CA
- Cities
- 1, most in Costa Mesa, Ca
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape