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 |
|---|---|---|---|
| Gregory G Zappas | Newport Beach, Ca | Feb 5, 2019 | Jan 25, 2019 |
| Victoria Lorraine Blanco | Newport Beach, Ca | Feb 5, 2019 | Jan 28, 2019 |
The rule
- Registrations ended
- Feb 5, 2019
- Registered next
- Jan 25, 2019 to Jan 28, 2019
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 7,884 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape