DFX Intelligence
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Team lift-out
2 advisors left S•••• H•••••• F•••••••• for S••••• F••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Lee Hatcher | Anaheim, Ca | Jun 19, 2019 | Jul 22, 2026 |
| Jason Douglas Stone | Anaheim, Ca | Jun 19, 2019 | Jan 1, 2025 |
The rule
- Registrations ended
- Jun 19, 2019
- Registered next
- Jan 1, 2025 to Jul 22, 2026
- Branch state
- CA
- Cities
- 1, most in Anaheim, 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