DFX Intelligence
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Team lift-out
5 advisors left O•••• W•••••• I••• for D•••••••• A••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 21, 2023 to Nov 29, 2023
- Registered next
- Nov 17, 2023 to Aug 7, 2024
- Branch state
- HI
- Cities
- 1, most in Honolulu, Hi
- Registered there that day
- 3,313 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Aug 2, 2023), not necessarily this firm