DFX Intelligence
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Team lift-out
4 advisors left E•••••• C•••••• M••••••••• L•• for A••••• A•• P••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony James Stapleton | San Diego, Ca | Aug 11, 2023 | Oct 13, 2023 |
| Michael Wilfort Chavez | Rolling Hills, Ca | Aug 11, 2023 | Aug 24, 2023 |
| Saahil Kumar Jain | San Diego, Ca | Aug 14, 2023 | Aug 21, 2023 |
| Garrett Lucchesi | Rolling Hills, Ca | Aug 15, 2023 | Aug 22, 2023 |
The rule
- Registrations ended
- Aug 11, 2023 to Aug 15, 2023
- Registered next
- Aug 21, 2023 to Oct 13, 2023
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 596 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape