DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Nathan Lowell Steen | Carmel, Ca | Sep 20, 2023 | Sep 5, 2023 |
| Thomas Roderick North | Carmel, Ca | Sep 20, 2023 | Sep 5, 2023 |
| Anastasia Alexandrovna Khokholkova | Carmel, Ca | Sep 28, 2023 | Sep 5, 2023 |
The rule
- Registrations ended
- Sep 20, 2023 to Sep 28, 2023
- Registered next
- Sep 5, 2023
- Branch state
- CA
- Cities
- 1, most in Carmel, Ca
- Registered there that day
- 13,659 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape