DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dareal Lanae Harmon | Berkeley, Ca | Jun 8, 2022 | Mar 22, 2023 |
| Robert Agostino Rovetti | San Francisco, Ca | Jun 22, 2022 | Jun 30, 2022 |
The rule
- Registrations ended
- Jun 8, 2022 to Jun 22, 2022
- Registered next
- Jun 30, 2022 to Mar 22, 2023
- Branch state
- CA
- Cities
- 2, most in Berkeley, Ca
- Registered there that day
- 14,030 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape