DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Rocky Roberto | Gilroy, Ca | Mar 3, 2020 | May 6, 2020 |
| Andrew Philip Heil | Cardiff By The Sea, Ca | Mar 5, 2020 | Oct 1, 2021 |
The rule
- Registrations ended
- Mar 3, 2020 to Mar 5, 2020
- Registered next
- May 6, 2020 to Oct 1, 2021
- Branch state
- CA
- Cities
- 2, most in Gilroy, Ca
- Registered there that day
- 17,335 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape