DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for T••• P•••• W••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 20, 2022
- Registered next
- Dec 12, 2022 to Dec 14, 2022
- Branch state
- CA
- Cities
- 2, most in Burlingame, Ca
- Registered there that day
- 14,091 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape