DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for D••• D••••••• • C••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Michael Savage | Burbank, Ca | Oct 18, 2024 | Oct 10, 2024 |
| Miguel Jacobo | Burbank, Ca | Oct 24, 2024 | Oct 11, 2024 |
| Stuart Ng | Burbank, Ca | Oct 24, 2024 | Oct 10, 2024 |
The rule
- Registrations ended
- Oct 18, 2024 to Oct 24, 2024
- Registered next
- Oct 10, 2024 to Oct 11, 2024
- Branch state
- CA
- Cities
- 1, most in Burbank, Ca
- Registered there that day
- 17,550 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape