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 |
|---|---|---|---|
| George Ly | Eastvale, Ca | Mar 20, 2019 | Feb 25, 2019 |
| Melissa Delodder | San Diego, Ca | Mar 25, 2019 | Apr 26, 2024 |
The rule
- Registrations ended
- Mar 20, 2019 to Mar 25, 2019
- Registered next
- Feb 25, 2019 to Apr 26, 2024
- Branch state
- CA
- Cities
- 2, most in Eastvale, Ca
- Registered there that day
- 8,371 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape