DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for T•••• W••••• M•••••••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lee Else | Placerville, Ca | Dec 21, 2017 | Sep 29, 2016 |
| Derek Green | Folsom, Ca | Dec 21, 2017 | Sep 13, 2016 |
The rule
- Registrations ended
- Dec 21, 2017
- Registered next
- Sep 13, 2016 to Sep 29, 2016
- Branch state
- CA
- Cities
- 2, most in Folsom, Ca
- Registered there that day
- 7,166 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape