DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Connor Sagan | Redwood Shores, Ca | Jun 14, 2021 | Jan 1, 2025 |
| Mark Calvin Gillelen | Redwood Shores, Ca | Jun 14, 2021 | Jun 14, 2021 |
The rule
- Registrations ended
- Jun 14, 2021
- Registered next
- Jun 14, 2021 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in Redwood Shores, Ca
- Registered there that day
- 2,505 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape