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 |
|---|---|---|---|
| Kimberly Lu | Irvine, Ca | Jan 24, 2024 | Jan 5, 2024 |
| Marc Freeman Arnett | El Segundo, Ca | Jan 26, 2024 | Jan 12, 2024 |
The rule
- Registrations ended
- Jan 24, 2024 to Jan 26, 2024
- Registered next
- Jan 5, 2024 to Jan 12, 2024
- Branch state
- CA
- Cities
- 2, most in Westminster, Ca
- Registered there that day
- 13,701 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape