DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for D••••• F•••••••• A•••••••• I•••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Davies | Murrieta, Ca | Oct 3, 2022 | May 8, 2006 |
| John Wu Jr | Murrieta, Ca | Oct 3, 2022 | Sep 28, 2022 |
| Justin Simmons | Murrieta, Ca | Oct 3, 2022 | Sep 28, 2022 |
The rule
- Registrations ended
- Oct 3, 2022
- Registered next
- May 8, 2006 to Sep 28, 2022
- Branch state
- CA
- Cities
- 1, most in Murrieta, Ca
- Registered there that day
- 2,838 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape