DFX Intelligence
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Team lift-out
11 advisors left B•••••••• A••••••• S•••••••• L•• for K•••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 3, 2022 to Jan 25, 2022
- Registered next
- Jan 3, 2022 to Jan 26, 2022
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 46%
- Succession by the destination
- none on the tape