DFX Intelligence
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Team lift-out
2 advisors left C•• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alison K Sabran | Gardena, Ca | May 1, 2018 | May 1, 2018 |
| Harry Martin Kitter | Gardena, Ca | May 1, 2018 | May 1, 2018 |
The rule
- Registrations ended
- May 1, 2018
- Registered next
- May 1, 2018
- Branch state
- CA
- Cities
- 1, most in Gardena, Ca
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape