DFX Intelligence
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Team lift-out
2 advisors left B••• G••••• • C••••••• I••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 16, 2022
- Registered next
- Dec 7, 2022
- Branch state
- CA
- Cities
- 1, most in Orange, Ca
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape