DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 17, 2023 to Jan 30, 2023
- Registered next
- Apr 12, 2023 to Dec 18, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 14,143 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape