DFX Intelligence
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Team lift-out
4 advisors left M•••••• A•••••• N•••••• for C•••••• G•••• • C• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Marshall | Los Gatos, Ca | Jan 27, 2023 | Jan 24, 2023 |
| Dominick Ruiz | San Jose, Ca | Jan 27, 2023 | Jan 25, 2023 |
| Patrick Glenn Bennett | Los Gatos, Ca | Jan 27, 2023 | Jan 25, 2023 |
| Robert A Claros | Pasadena, Ca | Jan 27, 2023 | Jan 24, 2023 |
The rule
- Registrations ended
- Jan 27, 2023
- Registered next
- Jan 24, 2023 to Jan 25, 2023
- Branch state
- CA
- Cities
- 3, most in Los Gatos, Ca
- Registered there that day
- 135 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- Succession by the destination
- none on the tape