DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Judd Azoulay | Newport Beach, Ca | Sep 4, 2024 | Aug 28, 2024 |
| Tracee Linn Schraeder | Newport Beach, Ca | Sep 4, 2024 | Aug 28, 2024 |
The rule
- Registrations ended
- Sep 4, 2024
- Registered next
- Aug 28, 2024
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 13,575 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape