DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 10, 2024 to May 21, 2024
- Registered next
- May 23, 2024 to Jul 25, 2024
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 20,502 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape