DFX Intelligence
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Team lift-out
2 advisors left T•• O••• I••••••••• M••••••••• L•• for C•••••• W••••• • C••
asset managertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blake Tramill Todd | Clovis, Ca | May 13, 2021 | Nov 4, 2013 |
| Jarrett James Perez | Clovis, Ca | May 13, 2021 | Nov 4, 2013 |
The rule
- Registrations ended
- May 13, 2021
- Registered next
- Nov 4, 2013
- Branch state
- CA
- Cities
- 1, most in Clovis, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape