DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for I••••••••• W••••• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Commeret | Visalia, Ca | Apr 16, 2019 | Apr 10, 2019 |
| Peter Vang | Fresno, Ca | Apr 25, 2019 | Apr 26, 2019 |
The rule
- Registrations ended
- Apr 16, 2019 to Apr 25, 2019
- Registered next
- Apr 10, 2019 to Apr 26, 2019
- Branch state
- CA
- Cities
- 2, most in Visalia, Ca
- Registered there that day
- 212 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape