DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth G Koziak | Los Angeles, Ca | Oct 2, 2018 | Sep 21, 2018 |
| Peter Belden | Los Angeles, Ca | Oct 3, 2018 | Sep 21, 2018 |
The rule
- Registrations ended
- Oct 2, 2018 to Oct 3, 2018
- Registered next
- Sep 21, 2018
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 7,829 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape