DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Ann Holcomb | Rolling Hills Estates, Ca | Jun 28, 2021 | Jun 23, 2021 |
| Pamela L. Dickson | Rolling Hills Estates, Ca | Jun 28, 2021 | Jun 24, 2021 |
| Sathya Chey Patterson | Rolling Hills Estates, Ca | Jul 1, 2021 | Jun 23, 2021 |
| Steven Neil Carlsen | Rolling Hills Estates, Ca | Jul 1, 2021 | Jun 23, 2021 |
The rule
- Registrations ended
- Jun 28, 2021 to Jul 1, 2021
- Registered next
- Jun 23, 2021 to Jun 24, 2021
- Branch state
- CA
- Cities
- 1, most in Rolling Hills Estates, Ca
- Registered there that day
- 14,140 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape