DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Marshall Mackay | La Jolla, Ca | Feb 6, 2024 | Jan 8, 2024 |
| Daniel Michael Racicot | La Jolla, Ca | Feb 6, 2024 | Jan 9, 2024 |
| David James Wiley | La Jolla, Ca | Feb 6, 2024 | Jan 8, 2024 |
| Perry Higginson Bacon | La Jolla, Ca | Feb 6, 2024 | Jan 9, 2024 |
The rule
- Registrations ended
- Feb 6, 2024
- Registered next
- Jan 8, 2024 to Jan 9, 2024
- Branch state
- CA
- Cities
- 1, most in La Jolla, Ca
- Registered there that day
- 2,649 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape