DFX Intelligence
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Team lift-out
2 advisors left E•••• I••••••••• T••• L•• for H••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darryl Joseph Chouinard | San Diego, Ca | Dec 31, 2020 | Mar 19, 2020 |
| Kurt James Obermiller | San Diego, Ca | Dec 31, 2020 | Mar 26, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Mar 19, 2020 to Mar 26, 2020
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape