DFX Intelligence
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Team lift-out
2 advisors left W••••••• C••••••• I••• for C•••••• C•••••• M••••••••• A•••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Bernard Levinson | Irvine, Ca | Apr 28, 2020 | Jul 23, 2020 |
| Justin Matthew Smith | Irvine, Ca | Apr 28, 2020 | Oct 27, 2020 |
The rule
- Registrations ended
- Apr 28, 2020
- Registered next
- Jul 23, 2020 to Oct 27, 2020
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape