DFX Intelligence
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Team lift-out
3 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L••••• W••••• M•••••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kayle Erik Larsen | El Dorado Hills, Ca | Oct 11, 2023 | Oct 5, 2023 |
| Michael Brian Haskins | El Dorado Hills, Ca | Oct 11, 2023 | Oct 3, 2023 |
| William Dalton Henley | El Dorado Hills, Ca | Oct 11, 2023 | Oct 5, 2023 |
The rule
- Registrations ended
- Oct 11, 2023
- Registered next
- Oct 3, 2023 to Oct 5, 2023
- Branch state
- CA
- Cities
- 1, most in El Dorado Hills, Ca
- Registered there that day
- 3,332 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape