DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kimberly Ann Orlando | Los Angeles, Ca | Aug 11, 2023 | Oct 24, 2023 |
| Michael Charles Jamison | Roseville, Ca | Aug 17, 2023 | Aug 25, 2023 |
The rule
- Registrations ended
- Aug 11, 2023 to Aug 17, 2023
- Registered next
- Aug 25, 2023 to Oct 24, 2023
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 19,782 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape