DFX Intelligence
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Team lift-out
3 advisors left U••••• C•••••• F•••••••• A••••••• for T••••••••• W•••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Meredith Anne Mccall | San Diego, Ca | Nov 2, 2023 | Jan 2, 2024 |
| Gregory Todd Powers | San Diego, Ca | Nov 3, 2023 | Oct 18, 2023 |
| Megan L Hayden | San Diego, Ca | Nov 3, 2023 | Jan 2, 2024 |
The rule
- Registrations ended
- Nov 2, 2023 to Nov 3, 2023
- Registered next
- Oct 18, 2023 to Jan 2, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 194 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape