DFX Intelligence
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Team lift-out
4 advisors left M••••• S•••••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annie Y Tse | Beverly Hills, Ca | May 16, 2017 | May 15, 2017 |
| Graham Dylan Okelly | Beverly Hills, Ca | May 16, 2017 | May 15, 2017 |
| Grant David Devaul | Beverly Hills, Ca | May 16, 2017 | May 15, 2017 |
| Mary Patricia Moses | Beverly Hills, Ca | May 16, 2017 | May 15, 2017 |
The rule
- Registrations ended
- May 16, 2017
- Registered next
- May 15, 2017
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 14,067 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape