DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Anthony Diaz | San Diego, Ca | May 14, 2018 | Nov 27, 2023 |
| Bernard C Ringer | Walnut Creek, Ca | May 25, 2018 | May 24, 2018 |
The rule
- Registrations ended
- May 14, 2018 to May 25, 2018
- Registered next
- May 24, 2018 to Nov 27, 2023
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 20,231 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape