DFX Intelligence
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Team lift-out
2 advisors left C•••• C•••••• S••••••••• L••• for D•••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Charles Lowy | Orange, Ca | Mar 9, 2020 | Dec 19, 2023 |
| Kenneth Michael Kladouris | Orange, Ca | Mar 10, 2020 | Dec 19, 2023 |
The rule
- Registrations ended
- Mar 9, 2020 to Mar 10, 2020
- Registered next
- Dec 19, 2023
- Branch state
- CA
- Cities
- 1, most in Orange, Ca
- Registered there that day
- 127 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape