DFX Intelligence
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Team lift-out
3 advisors left P•••••••• S••••••••• I••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Bradley Sperling | Modesto, Ca | Apr 19, 2023 | Apr 14, 2023 |
| Donna Kay Bradley | Modesto, Ca | Apr 21, 2023 | Apr 17, 2023 |
| Kyle Robert Tatro | San Jose, Ca | Apr 21, 2023 | Apr 17, 2023 |
The rule
- Registrations ended
- Apr 19, 2023 to Apr 21, 2023
- Registered next
- Apr 14, 2023 to Apr 17, 2023
- Branch state
- CA
- Cities
- 2, most in Modesto, Ca
- Registered there that day
- 1,095 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape