DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left I••••••••• F•••••••• G••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David A SimpsonTracy, CaJul 31, 2024Jul 31, 2024
Craig Mitchel CohnSan Diego, CaAug 5, 2024Aug 5, 2024
Michaela R BrickleySan Diego, CaAug 5, 2024Aug 5, 2024
Sandra Gayle CohnSan Diego, CaAug 5, 2024Aug 6, 2024
The rule
Registrations ended
Jul 31, 2024 to Aug 5, 2024
Registered next
Jul 31, 2024 to Aug 6, 2024
Branch state
CA
Cities
2, most in San Diego, Ca
Registered there that day
423 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of I••••••••• F•••••••• G••••• L••Other teams into L•• F•••••••• L••