DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••• B•••••••• S•••••••• I•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathryn Jo Hackney | Long Beach, Ca | Sep 7, 2018 | Aug 24, 2018 |
| Monica Sashil Chandra | Norco, Ca | Sep 7, 2018 | Aug 24, 2018 |
The rule
- Registrations ended
- Sep 7, 2018
- Registered next
- Aug 24, 2018
- Branch state
- CA
- Cities
- 2, most in Long Beach, Ca
- Registered there that day
- 8,075 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape