DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for D••• D••••••• • C••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Terry Lee Lineberger | Roseville, Ca | Jun 10, 2020 | May 21, 2020 |
| Amy Frances Loring | Roseville, Ca | Jun 18, 2020 | May 21, 2020 |
The rule
- Registrations ended
- Jun 10, 2020 to Jun 18, 2020
- Registered next
- May 21, 2020
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 1,740 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape