DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for U•• F•••••••• S••••••• I•••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cary Biren | San Francisco, Ca | May 24, 2023 | Nov 25, 2024 |
| Gregg Hobart Palmer | San Diego, Ca | May 26, 2023 | May 25, 2023 |
The rule
- Registrations ended
- May 24, 2023 to May 26, 2023
- Registered next
- May 25, 2023 to Nov 25, 2024
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 553 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape