DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for S••••• W••••• M••••••••• G••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beverly Jean Patton | La Jolla, Ca | Nov 13, 2024 | Oct 21, 2024 |
| Gregory Andrew Syrios | La Jolla, Ca | Nov 13, 2024 | Oct 21, 2024 |
The rule
- Registrations ended
- Nov 13, 2024
- Registered next
- Oct 21, 2024
- Branch state
- CA
- Cities
- 1, most in La Jolla, Ca
- Registered there that day
- 13,592 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape