DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerod Andrew Wurm | El Dorado Hills, Ca | Jan 28, 2025 | Jan 21, 2025 |
| Robert Casey Frye | Roseville, Ca | Jan 28, 2025 | Jan 21, 2025 |
The rule
- Registrations ended
- Jan 28, 2025
- Registered next
- Jan 21, 2025
- Branch state
- CA
- Cities
- 2, most in El Dorado Hills, Ca
- Registered there that day
- 3,044 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape