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 |
|---|---|---|---|
| Monica T Williams | Santa Barbara, Ca | Jun 30, 2020 | Jun 29, 2020 |
| Jeffrey David Bolwell | Newport Beach, Ca | Jul 6, 2020 | Jul 2, 2020 |
| Kristi Lynn Jund | Newport Beach, Ca | Jul 6, 2020 | Jul 2, 2020 |
The rule
- Registrations ended
- Jun 30, 2020 to Jul 6, 2020
- Registered next
- Jun 29, 2020 to Jul 2, 2020
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 16,206 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape