DFX Intelligence
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Team lift-out
2 advisors left G••••• S•••• E••••• A•••••••• L•• for G••••• S•••• A•••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Emile Nahas | South Coast Metro, Ca | Sep 20, 2022 | Jul 10, 2020 |
| Patrick Michael Jeffs-Catone | Santa Ana, Ca | Sep 20, 2022 | Jul 10, 2020 |
The rule
- Registrations ended
- Sep 20, 2022
- Registered next
- Jul 10, 2020
- Branch state
- CA
- Cities
- 2, most in South Coast Metro, Ca
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape