DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Nathaniel Josiah Sarkar | Claremont, Ca | Sep 1, 2023 | Sep 27, 2023 |
| Kelsie A. Kahn | San Francisco, Ca | Sep 8, 2023 | Oct 18, 2023 |
| Apollo Santos | Menlo Park, Ca | Sep 21, 2023 | Oct 10, 2023 |
The rule
- Registrations ended
- Sep 1, 2023 to Sep 21, 2023
- Registered next
- Sep 27, 2023 to Oct 18, 2023
- Branch state
- CA
- Cities
- 3, most in Claremont, Ca
- Registered there that day
- 19,775 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape