DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for I••••••••• F•••••••• G••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Mitchel Cohn | San Diego, Ca | Sep 24, 2020 | Feb 21, 2021 |
| Michaela R Brickley | San Diego, Ca | Sep 24, 2020 | Sep 25, 2020 |
The rule
- Registrations ended
- Sep 24, 2020
- Registered next
- Sep 25, 2020 to Feb 21, 2021
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2,358 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape