DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• S•••••••• I••• for W••••••• F•••••••• S•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Gerard Tate | San Mateo, Ca | Jun 18, 2019 | Jun 18, 2019 |
| Nikolai Matthew Papa | San Mateo, Ca | Jun 18, 2019 | Jun 14, 2019 |
The rule
- Registrations ended
- Jun 18, 2019
- Registered next
- Jun 14, 2019 to Jun 18, 2019
- Branch state
- CA
- Cities
- 1, most in San Mateo, Ca
- Registered there that day
- 847 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape