DFX Intelligence
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Team lift-out
2 advisors left U••• B•••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Pickert | Thousand Oaks, Ca | Apr 19, 2022 | Jun 6, 2022 |
| Ryan Maley | Thousand Oaks, Ca | Apr 19, 2022 | May 24, 2022 |
The rule
- Registrations ended
- Apr 19, 2022
- Registered next
- May 24, 2022 to Jun 6, 2022
- Branch state
- CA
- Cities
- 1, most in Thousand Oaks, Ca
- Registered there that day
- 158 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape