DFX Intelligence
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Team lift-out
2 advisors left A••••••• F••••••••• L••• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Paul Peter Grellas | Folsom, Ca | Apr 10, 2024 | Apr 10, 2024 |
| Lauren M Williams | Folsom, Ca | Apr 10, 2024 | Apr 10, 2024 |
The rule
- Registrations ended
- Apr 10, 2024
- Registered next
- Apr 10, 2024
- Branch state
- CA
- Cities
- 1, most in Folsom, Ca
- Registered there that day
- 175 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape