DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 31, 2023 to Feb 9, 2023
- Registered next
- Jan 18, 2023 to Jan 30, 2023
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 14,164 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape