DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for U••• B•••••• I••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Kevin Duffy | Roseville, Ca | Oct 24, 2023 | Oct 16, 2023 |
| Daniel Ross Estell | San Marcos, Ca | Nov 1, 2023 | Nov 1, 2023 |
| Kevin Alan Craig | Irvine, Ca | Nov 2, 2023 | Oct 30, 2023 |
The rule
- Registrations ended
- Oct 24, 2023 to Nov 2, 2023
- Registered next
- Oct 16, 2023 to Nov 1, 2023
- Branch state
- CA
- Cities
- 3, most in Roseville, Ca
- Registered there that day
- 13,627 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape