DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for W••••• T•••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Oronce | Irvine, Ca | Jun 3, 2020 | Jul 30, 2021 |
| Jonathon Paul Soucier | Irvine, Ca | Jun 9, 2020 | Jan 1, 2025 |
The rule
- Registrations ended
- Jun 3, 2020 to Jun 9, 2020
- Registered next
- Jul 30, 2021 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 1,238 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape