DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for L••••• W••••• P••••••• I•••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Andrew Levin | Calabasas, Ca | Nov 11, 2016 | Nov 14, 2016 |
| David Thomas Tracy | Woodland Hills, Ca | Nov 11, 2016 | Nov 14, 2016 |
The rule
- Registrations ended
- Nov 11, 2016
- Registered next
- Nov 14, 2016
- Branch state
- CA
- Cities
- 2, most in Calabasas, Ca
- Registered there that day
- 1,677 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape