DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Williamson | Corona, Ca | Feb 21, 2024 | Feb 13, 2024 |
| Nicholas Larry | San Jose, Ca | Feb 26, 2024 | Aug 1, 2024 |
The rule
- Registrations ended
- Feb 21, 2024 to Feb 26, 2024
- Registered next
- Feb 13, 2024 to Aug 1, 2024
- Branch state
- CA
- Cities
- 2, most in Corona, Ca
- Registered there that day
- 906 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape