DFX Intelligence
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Team lift-out
3 advisors left O•••• F•• I••• for I••••••••• W••••• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael James Mohr | San Diego, Ca | May 13, 2019 | May 10, 2019 |
| Michael Muniz | San Diego, Ca | May 13, 2019 | May 10, 2019 |
| Timothy Harry Riis | San Diego, Ca | May 16, 2019 | May 10, 2019 |
The rule
- Registrations ended
- May 13, 2019 to May 16, 2019
- Registered next
- May 10, 2019
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 1,008 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape