DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew N Schrady | San Diego, Ca | Jun 3, 2016 | May 6, 2016 |
| Jac B Stulberg | Beverly Hills, Ca | Jun 10, 2016 | May 13, 2016 |
| Joshua Perkins | San Rafael, Ca | Jun 10, 2016 | Aug 17, 2016 |
The rule
- Registrations ended
- Jun 3, 2016 to Jun 10, 2016
- Registered next
- May 6, 2016 to Aug 17, 2016
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 13,717 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape