DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Alan Kelter | San Diego, Ca | Dec 16, 2022 | Dec 9, 2022 |
| Shelby Lanae Yeh | San Diego, Ca | Dec 16, 2022 | Dec 9, 2022 |
The rule
- Registrations ended
- Dec 16, 2022
- Registered next
- Dec 9, 2022
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 13,861 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape