DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Joshua Glass | Los Angeles, Ca | Sep 16, 2019 | Sep 10, 2019 |
| Natalie M Phinny | Los Angeles, Ca | Sep 16, 2019 | Sep 10, 2019 |
| Rachelle Ng | Los Angeles, Ca | Sep 16, 2019 | Sep 10, 2019 |
| Sandra Hedstrom Wheeler | San Luis Obispo, Ca | Sep 23, 2019 | Sep 20, 2019 |
The rule
- Registrations ended
- Sep 16, 2019 to Sep 23, 2019
- Registered next
- Sep 10, 2019 to Sep 20, 2019
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 14,411 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape