DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for N••••••• A••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Stoian Callan | Aliso Viejo, Ca | Apr 11, 2018 | May 21, 2018 |
| Kara Joyce Marquez | Laguna Niguel, Ca | Apr 11, 2018 | Apr 26, 2018 |
The rule
- Registrations ended
- Apr 11, 2018
- Registered next
- Apr 26, 2018 to May 21, 2018
- Branch state
- CA
- Cities
- 2, most in Aliso Viejo, Ca
- Registered there that day
- 4,625 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape