DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for C••••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 16, 2023
- Registered next
- Jun 29, 2023 to May 13, 2026
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 528 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape