DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for D••••••••• W••••• M••••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Brian Carolan | Roseville, Ca | Nov 5, 2018 | Nov 5, 2018 |
| Kali Alyse Grant | Roseville, Ca | Nov 5, 2018 | May 1, 2019 |
The rule
- Registrations ended
- Nov 5, 2018
- Registered next
- Nov 5, 2018 to May 1, 2019
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 14,795 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape