DFX Intelligence
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Team lift-out
2 advisors left I••••••••• W••••• S••••••• for I••••••••• W••••• S•••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rick Ronald Emmett | Brea, Ca | Nov 16, 2024 | Mar 27, 2026 |
| West Alan Cohan | Brea, Ca | Nov 16, 2024 | Aug 25, 2024 |
The rule
- Registrations ended
- Nov 16, 2024
- Registered next
- Aug 25, 2024 to Mar 27, 2026
- Branch state
- CA
- Cities
- 1, most in Brea, 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