DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Steven Feher | Folsom, Ca | May 14, 2019 | Apr 30, 2019 |
| Thomas James Carlson | Walnut Creek, Ca | May 14, 2019 | Apr 30, 2019 |
The rule
- Registrations ended
- May 14, 2019
- Registered next
- Apr 30, 2019
- Branch state
- CA
- Cities
- 2, most in Walnut Creek, Ca
- Registered there that day
- 296 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape