DFX Intelligence
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Team lift-out
3 advisors left F•• S••••••••• C••••••••• for T•• A••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Francis Li | Diamond Bar, Ca | Oct 11, 2022 | Aug 2, 2000 |
| Gregory Paul Schill | Torrance, Ca | Oct 11, 2022 | Aug 2, 2000 |
| Brent James Beverly | San Juan Capistrano, Ca | Oct 12, 2022 | Aug 2, 2000 |
The rule
- Registrations ended
- Oct 11, 2022 to Oct 12, 2022
- Registered next
- Aug 2, 2000
- Branch state
- CA
- Cities
- 3, most in Diamond Bar, Ca
- Registered there that day
- 520 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape