DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for H•••••• T••••••• • K•••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cliff S Duester | Los Angeles, Ca | Jul 19, 2023 | Jul 12, 2023 |
| Joseph V Guevara | Pleasant Hill, Ca | Jul 19, 2023 | Jan 8, 2025 |
The rule
- Registrations ended
- Jul 19, 2023
- Registered next
- Jul 12, 2023 to Jan 8, 2025
- Branch state
- CA
- Cities
- 2, most in Pleasant Hill, Ca
- Registered there that day
- 4,219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape