DFX Intelligence
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Team lift-out
2 advisors left O••••••••• • C•• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eddy Joseph Gutierrez | San Francisco, Ca | Nov 17, 2023 | Nov 13, 2023 |
| Patrick Joseph Carlin | San Francisco, Ca | Nov 17, 2023 | Nov 13, 2023 |
The rule
- Registrations ended
- Nov 17, 2023
- Registered next
- Nov 13, 2023
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 1,027 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape