DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richmond Long Tran | Sacramento, Ca | Jul 20, 2021 | Nov 24, 2021 |
| Mark Mcdonough | El Segundo, Ca | Aug 3, 2021 | Aug 2, 2021 |
| Rasmita Panigrahi | Santa Clara, Ca | Aug 17, 2021 | Sep 13, 2021 |
| Keith R. Carr | Anaheim, Ca | Aug 25, 2021 | Oct 1, 2021 |
The rule
- Registrations ended
- Jul 20, 2021 to Aug 25, 2021
- Registered next
- Aug 2, 2021 to Nov 24, 2021
- Branch state
- CA
- Cities
- 4, most in Sacramento, Ca
- Registered there that day
- 14,093 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape