DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for C••••••• P•••••• W•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas E Beaty | San Francisco, Ca | Feb 7, 2024 | Jan 30, 2024 |
| Moira R Mcglynn | San Francisco, Ca | Feb 20, 2024 | Mar 12, 2024 |
The rule
- Registrations ended
- Feb 7, 2024 to Feb 20, 2024
- Registered next
- Jan 30, 2024 to Mar 12, 2024
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 460 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape