DFX Intelligence
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Team lift-out
3 advisors left A•••• P•••• A••••••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Clark | Santa Rosa, Ca | Jul 25, 2022 | Jul 25, 2022 |
| Janet Grantz Hart | Santa Rosa, Ca | Jul 25, 2022 | Jul 25, 2022 |
| Kelly A Soria | Santa Rosa, Ca | Jul 25, 2022 | Jul 25, 2022 |
The rule
- Registrations ended
- Jul 25, 2022
- Registered next
- Jul 25, 2022
- Branch state
- CA
- Cities
- 1, most in Santa Rosa, Ca
- Registered there that day
- 212 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape