DFX Intelligence
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Team lift-out
6 advisors left 2•••• C•••••• M••••••••• I•• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Lancelot Ambrosini | Cardiff By The Sea, Ca | Dec 31, 2022 | Jun 22, 2022 |
| Fakhr S Alavi | Encino, Ca | Dec 31, 2022 | Apr 25, 2022 |
| Jeremiah Daniel Pangan | Costa Mesa, Ca | Dec 31, 2022 | Apr 28, 2022 |
| Karin Lynn Tyson | Costa Mesa, Ca | Dec 31, 2022 | Mar 8, 2022 |
| Paul Shoquist | Costa Mesa, Ca | Dec 31, 2022 | May 13, 2022 |
| Vinit Madan | Costa Mesa, Ca | Dec 31, 2022 | May 3, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Mar 8, 2022 to Jun 22, 2022
- Branch state
- CA
- Cities
- 3, most in Costa Mesa, Ca
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape