DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for C••• F•••••••• S•••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Boris Michael Castillo | Lakewood, Ca | Jul 11, 2019 | Jul 3, 2019 |
| Craig Scott Fein | Laguna Hills, Ca | Jul 11, 2019 | Jul 1, 2019 |
| Fadi Mansour | Huntington Beach, Ca | Jul 11, 2019 | Jul 1, 2019 |
The rule
- Registrations ended
- Jul 11, 2019
- Registered next
- Jul 1, 2019 to Jul 3, 2019
- Branch state
- CA
- Cities
- 3, most in Lakewood, Ca
- Registered there that day
- 8,600 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape