DFX Intelligence
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Team lift-out
3 advisors left O••••••••• • C•• I••• for O••••••••• A•••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Keith Werdesheim | Studio City, Ca | Jun 20, 2025 | Apr 15, 2003 |
| Gary Alan Chiate | Woodland Hills, Ca | Jun 20, 2025 | Apr 15, 2003 |
| Jeffrey Lane Werdesheim | Westlake Village, Ca | Jun 20, 2025 | Apr 15, 2003 |
The rule
- Registrations ended
- Jun 20, 2025
- Registered next
- Apr 15, 2003
- Branch state
- CA
- Cities
- 3, most in Westlake Village, Ca
- Registered there that day
- 1,092 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape