DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left A• W••••• M••••••••• L•• for T••• W••••• • T•• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin Paul WattsTemecula, CaOct 29, 2020Jul 10, 2020
Jeffry Stephen ColeTemecula, CaOct 29, 2020Jul 10, 2020
Jeffry Stephen ColeTemecula, CaOct 29, 2020Jul 10, 2020
Leonard Paul ColeTemecula, CaOct 29, 2020Jul 10, 2020
The rule
Registrations ended
Oct 29, 2020
Registered next
Jul 10, 2020
Branch state
CA
Cities
1, most in Temecula, Ca
Registered there that day
360 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape
Other teams out of A• W••••• M••••••••• L••Other teams into T••• W••••• • T•• A•••••••