DFX Intelligence
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Team lift-out
4 advisors left 1•• G••••• A••••••• I•• for R••••• F••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew James Anderson | San Diego, Ca | Oct 24, 2019 | Jan 28, 2016 |
| Nicole Michelle Albrecht | Temecula, Ca | Oct 25, 2019 | Mar 11, 2013 |
| Sean Paul Storck | San Diego, Ca | Oct 25, 2019 | Aug 2, 2012 |
| Steven W Pollock | San Diego, Ca | Oct 25, 2019 | Dec 9, 2010 |
The rule
- Registrations ended
- Oct 24, 2019 to Oct 25, 2019
- Registered next
- Dec 9, 2010 to Jan 28, 2016
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 544 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape