DFX Intelligence
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Team lift-out
3 advisors left T• A••••••••• I••••••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Scott Sundberg | Roseville, Ca | Dec 31, 2020 | Jan 10, 2022 |
| Regina Quigley | San Mateo, Ca | Jan 6, 2021 | Feb 5, 2021 |
| Bryan Schlundt | Irvine, Ca | Jan 11, 2021 | Jan 20, 2021 |
The rule
- Registrations ended
- Dec 31, 2020 to Jan 11, 2021
- Registered next
- Jan 20, 2021 to Jan 10, 2022
- Branch state
- CA
- Cities
- 3, most in Roseville, Ca
- Registered there that day
- 1,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape