DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for I••••• I••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Lorraine Woodman | San Diego, Ca | Jun 26, 2018 | Feb 15, 2018 |
| Shane Garret Yonston | San Diego, Ca | Jun 26, 2018 | Jan 1, 2025 |
The rule
- Registrations ended
- Jun 26, 2018
- Registered next
- Feb 15, 2018 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2,260 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape