DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth S Alter | Beverly Hills, Ca | Aug 3, 2015 | Aug 11, 2015 |
| Alexander Stephen Monroe | San Diego, Ca | Aug 7, 2015 | Jul 31, 2015 |
| Robert James Willgoss | San Diego, Ca | Aug 7, 2015 | Jul 31, 2015 |
The rule
- Registrations ended
- Aug 3, 2015 to Aug 7, 2015
- Registered next
- Jul 31, 2015 to Aug 11, 2015
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 13,188 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape