DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for S••••• W••••• M••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lindsay Shrier Bourkoff | Los Angeles, Ca | Jan 9, 2025 | Jan 7, 2025 |
| Zachary Loren Shrier | Beverly Hills, Ca | Jan 9, 2025 | Jan 7, 2025 |
The rule
- Registrations ended
- Jan 9, 2025
- Registered next
- Jan 7, 2025
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 18,005 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape