DFX Intelligence
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Team lift-out
2 advisors left O••••••• for I••••••••• A••••••• N•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arnell Land | San Jose, Ca | Apr 14, 2022 | May 11, 2022 |
| Michael Patrick Ross | San Jose, Ca | Apr 14, 2022 | Apr 15, 2022 |
The rule
- Registrations ended
- Apr 14, 2022
- Registered next
- Apr 15, 2022 to May 11, 2022
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape