DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for T• A••••••••• I••••••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 21, 2019 to Feb 22, 2019
- Registered next
- Feb 8, 2019 to Feb 12, 2019
- Branch state
- CA
- Cities
- 2, most in Sacramento, Ca
- Registered there that day
- 1,062 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape