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 |
|---|---|---|---|
| John Anthony Fierro | Newport Beach, Ca | Jan 26, 2023 | Jan 17, 2023 |
| Matthew Randall Loff | Newport Beach, Ca | Jan 26, 2023 | Jan 23, 2023 |
The rule
- Registrations ended
- Jan 26, 2023
- Registered next
- Jan 17, 2023 to Jan 23, 2023
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 13,846 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape