DFX Intelligence
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Team lift-out
2 advisors left L••••• W••••• P••••••• I••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Andrew Levin | Calabasas, Ca | Oct 15, 2021 | Aug 18, 2022 |
| David Thomas Tracy | Calabasas, Ca | Oct 15, 2021 | Aug 17, 2022 |
The rule
- Registrations ended
- Oct 15, 2021
- Registered next
- Aug 17, 2022 to Aug 18, 2022
- Branch state
- CA
- Cities
- 1, most in Calabasas, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape