DFX Intelligence
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Team lift-out
2 advisors left W•••••• I••••••••• S••••••••• for C••••••• W••••• M••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Doron Kochavi | Pasadena, Ca | Jan 4, 2024 | Apr 11, 2024 |
| Richard John Villosis | Pasadena, Ca | Jan 12, 2024 | Apr 11, 2024 |
The rule
- Registrations ended
- Jan 4, 2024 to Jan 12, 2024
- Registered next
- Apr 11, 2024
- Branch state
- CA
- Cities
- 1, most in Pasadena, Ca
- Registered there that day
- 219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape