DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barclay Kung | San Francisco, Ca | Apr 27, 2022 | May 10, 2022 |
| Brent Rite | Los Angeles, Ca | May 11, 2022 | Aug 2, 2022 |
The rule
- Registrations ended
- Apr 27, 2022 to May 11, 2022
- Registered next
- May 10, 2022 to Aug 2, 2022
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 665 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape