DFX Intelligence
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Team lift-out
2 advisors left C••• F•••••••• S•••••••• L••• for T•• A•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anil Kumar Madhyanam | Laguna Hills, Ca | Aug 19, 2022 | Aug 16, 2022 |
| Boris Michael Castillo | Lakewood, Ca | Aug 19, 2022 | Aug 17, 2022 |
The rule
- Registrations ended
- Aug 19, 2022
- Registered next
- Aug 16, 2022 to Aug 17, 2022
- Branch state
- CA
- Cities
- 2, most in Huntington Beach, Ca
- Registered there that day
- 467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape