DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carlton Brien Pace | San Jose, Ca | Jan 25, 2018 | Jan 16, 2018 |
| Lisa Ann Ball | San Jose, Ca | Jan 25, 2018 | Jan 16, 2018 |
The rule
- Registrations ended
- Jan 25, 2018
- Registered next
- Jan 16, 2018
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 14,207 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape