DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Claudia Ivett Ramirez | Westlake Village, Ca | Oct 13, 2023 | Oct 6, 2023 |
| Frank Willis | Manhattan Beach, Ca | Oct 13, 2023 | Oct 6, 2023 |
| Neil Martin | El Segundo, Ca | Oct 13, 2023 | Oct 6, 2023 |
| Matthew William Willis | El Segundo, Ca | Oct 17, 2023 | Oct 6, 2023 |
The rule
- Registrations ended
- Oct 13, 2023 to Oct 17, 2023
- Registered next
- Oct 6, 2023
- Branch state
- CA
- Cities
- 3, most in Manhattan Beach, Ca
- Registered there that day
- 13,632 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape