DFX Intelligence
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Team lift-out
4 advisors left A••••••• F••••••••• L••• for C••••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jill L Pivato | Sacramento, Ca | Apr 21, 2023 | May 19, 2023 |
| Joshua Michael Pinchek | Sacramento, Ca | Apr 21, 2023 | Apr 26, 2023 |
| Richard Hamilton Oldham | Sacramento, Ca | Apr 21, 2023 | May 19, 2023 |
| Richard Roper Winters | Sacramento, Ca | Apr 21, 2023 | Apr 26, 2023 |
The rule
- Registrations ended
- Apr 21, 2023
- Registered next
- Apr 26, 2023 to May 19, 2023
- Branch state
- CA
- Cities
- 1, most in Sacramento, Ca
- Registered there that day
- 150 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape