DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for F••••••• P•••••• W••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Joseph Smith | Los Altos, Ca | Jun 29, 2023 | Jun 12, 2023 |
| Kristen F. Worth | Roseville, Ca | Jul 5, 2023 | Jun 12, 2023 |
The rule
- Registrations ended
- Jun 29, 2023 to Jul 5, 2023
- Registered next
- Jun 12, 2023
- Branch state
- CA
- Cities
- 2, most in Los Altos, Ca
- Registered there that day
- 13,701 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape