DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David John Lee Willett | Irvine, Ca | Apr 11, 2018 | Jun 29, 2023 |
| Thomas Francis Bennett | Irvine, Ca | Apr 17, 2018 | Jun 29, 2023 |
The rule
- Registrations ended
- Apr 11, 2018 to Apr 17, 2018
- Registered next
- Jun 29, 2023
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 7,807 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape