DFX Intelligence
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Team lift-out
2 advisors left S••••••••• F•••••••• S•••••••• I••• for S•••••• A••••••••• L•••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Mcrae | Beverly Hills, Ca | Jan 2, 2020 | Mar 14, 2018 |
| Peter Edward Cunningham | Beverly Hills, Ca | Jan 2, 2020 | Jul 16, 2018 |
The rule
- Registrations ended
- Jan 2, 2020
- Registered next
- Mar 14, 2018 to Jul 16, 2018
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape