DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| William Lopez | Westlake Village, Ca | May 8, 2023 | Jul 12, 2023 |
| Heather L Cheney | Corte Madera, Ca | May 12, 2023 | May 3, 2023 |
The rule
- Registrations ended
- May 8, 2023 to May 12, 2023
- Registered next
- May 3, 2023 to Jul 12, 2023
- Branch state
- CA
- Cities
- 2, most in Encino, Ca
- Registered there that day
- 13,770 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape