DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Michael Bentley | Newport Beach, Ca | Apr 5, 2019 | Apr 4, 2019 |
| Raymond Dean Martin | Newport Beach, Ca | Apr 5, 2019 | Apr 4, 2019 |
| Annie Yang | Newport Beach, Ca | Apr 8, 2019 | Apr 4, 2019 |
The rule
- Registrations ended
- Apr 5, 2019 to Apr 8, 2019
- Registered next
- Apr 4, 2019
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 14,311 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape