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 |
|---|---|---|---|
| Jennifer Dawn Williams | Fresno, Ca | May 8, 2023 | May 1, 2023 |
| Rita Yvonne Ingram | Fresno, Ca | May 8, 2023 | May 1, 2023 |
| Geoffrey Thoth Barry | Fresno, Ca | May 22, 2023 | May 17, 2023 |
The rule
- Registrations ended
- May 8, 2023 to May 22, 2023
- Registered next
- May 1, 2023 to May 17, 2023
- Branch state
- CA
- Cities
- 1, most in Fresno, Ca
- Registered there that day
- 1,092 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape