DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for K••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jose Ovidio Perez | Torrance, Ca | Jul 25, 2019 | Jul 12, 2019 |
| Patrick Francis Velasco | Los Angeles, Ca | Jul 25, 2019 | Jul 12, 2019 |
| Raymond Catipon Abracosa | Los Angeles, Ca | Jul 25, 2019 | Jul 11, 2019 |
The rule
- Registrations ended
- Jul 25, 2019
- Registered next
- Jul 11, 2019 to Jul 12, 2019
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 8,617 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Jun 26, 2019), not necessarily this firm