DFX Intelligence
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Team lift-out
8 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 |
|---|---|---|---|
| Steven Jay Hudgins | Lincoln Hills, Ca | Jun 28, 2021 | Jun 23, 2021 |
| Andrea Renae Alejandre | Ferndale, Ca | Jul 7, 2021 | Jul 1, 2021 |
| Donna Mitnik Bowen | Ferndale, Ca | Jul 7, 2021 | Jul 1, 2021 |
| Laura Kathleen Hussey | Eureka, Ca | Jul 7, 2021 | Jul 1, 2021 |
| Cody James Paningsoro | Newport Beach, Ca | Jul 12, 2021 | Jul 8, 2021 |
| Kathy Lynn Jimeno | Newport Beach, Ca | Jul 12, 2021 | Jul 8, 2021 |
| Kevin Christopher Rutten | Newport Beach, Ca | Jul 12, 2021 | Jul 8, 2021 |
| Michael Armand Bas | Newport Beach, Ca | Jul 12, 2021 | Jul 8, 2021 |
The rule
- Registrations ended
- Jun 28, 2021 to Jul 12, 2021
- Registered next
- Jun 23, 2021 to Jul 8, 2021
- Branch state
- CA
- Cities
- 4, most in Newport Beach, Ca
- Registered there that day
- 14,140 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape