DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wayne Robert Gelineau | Santa Monica, Ca | Mar 2, 2020 | Feb 28, 2020 |
| Miles M Mason | El Segundo, Ca | Mar 4, 2020 | Feb 28, 2020 |
| Andrew David Horowitz | Los Angeles, Ca | Mar 17, 2020 | Mar 16, 2020 |
The rule
- Registrations ended
- Mar 2, 2020 to Mar 17, 2020
- Registered next
- Feb 28, 2020 to Mar 16, 2020
- Branch state
- CA
- Cities
- 3, most in Santa Monica, Ca
- Registered there that day
- 21,703 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape