DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Muhammad Ali Khan | San Diego, Ca | Mar 7, 2023 | May 3, 2023 |
| Gisselle Swanson | Newhall, Ca | Mar 15, 2023 | Apr 24, 2023 |
The rule
- Registrations ended
- Mar 7, 2023 to Mar 15, 2023
- Registered next
- Apr 24, 2023 to May 3, 2023
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 13,795 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape