DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 15, 2021 to Nov 22, 2021
- Registered next
- Jan 11, 2022 to Dec 14, 2022
- Branch state
- CA
- Cities
- 2, most in Walnut Creek, Ca
- Registered there that day
- 17,730 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape