DFX Intelligence
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Team lift-out
3 advisors left U••••• C•••••• F•••••••• A••••••• for G•••••• S•••• W••••• S•••••••• L•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Richard Bishop | Newport Beach, Ca | Oct 24, 2023 | Oct 23, 2023 |
| Donald Lewis | Newport Beach, Ca | Oct 24, 2023 | Oct 23, 2023 |
| Parker Robert Stone | Newport Beach, Ca | Oct 24, 2023 | Oct 23, 2023 |
The rule
- Registrations ended
- Oct 24, 2023
- Registered next
- Oct 23, 2023
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 251 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape