DFX Intelligence
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Team lift-out
3 advisors left T• A••••••••• I••• for E•••••• C•••••• M••••••••• L••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gabriel Taylor | Irvine, Ca | Jan 11, 2021 | Feb 19, 2021 |
| Joey S Katz | Carlsbad, Ca | Jan 11, 2021 | Jul 8, 2021 |
| Ryan Montes | San Diego, Ca | Jan 11, 2021 | Jan 14, 2021 |
The rule
- Registrations ended
- Jan 11, 2021
- Registered next
- Jan 14, 2021 to Jul 8, 2021
- Branch state
- CA
- Cities
- 3, most in Carlsbad, Ca
- Registered there that day
- 1,467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape