DFX Intelligence
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Team lift-out
3 advisors left C••••• A•••••• N••••••• L•• for W••••• C•••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bernard Louis Smit | Pleasant Hill, Ca | Sep 15, 2021 | Jul 18, 2017 |
| Damien Saul Couture | San Jose, Ca | Sep 15, 2021 | Jul 18, 2017 |
| Deborah Lynn Pursey | Walnut Creek, Ca | Sep 15, 2021 | Jul 18, 2017 |
The rule
- Registrations ended
- Sep 15, 2021
- Registered next
- Jul 18, 2017
- Branch state
- CA
- Cities
- 3, most in Pleasant Hill, Ca
- Registered there that day
- 528 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape