DFX Intelligence
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Team lift-out
2 advisors left M•••••• I••••••••• for C•••••• F•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Ferber Levine | Millbrae, Ca | Jul 5, 2022 | May 19, 2022 |
| Katherine Ann Simmonds | Millbrae, Ca | Jul 5, 2022 | May 19, 2022 |
The rule
- Registrations ended
- Jul 5, 2022
- Registered next
- May 19, 2022
- Branch state
- CA
- Cities
- 1, most in Millbrae, Ca
- Registered there that day
- 56 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape