DFX Intelligence
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Team lift-out
2 advisors left R•••• W••••• G•••• I••• for N•••••• A•••••••
no RAUMtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Peter Klein | Seal Beach, Ca | Mar 28, 2024 | Feb 1, 2024 |
| William Malcolm Beeler | Redlands, Ca | Mar 28, 2024 | Jan 1, 2026 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Feb 1, 2024 to Jan 1, 2026
- Branch state
- CA
- Cities
- 2, most in Seal Beach, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape