DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for C•••••• S••••• • C••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Courtney Rowley | Costa Mesa, Ca | Mar 8, 2019 | Mar 18, 2019 |
| Henrique Cataldi | Petaluma, Ca | Mar 19, 2019 | Apr 9, 2019 |
The rule
- Registrations ended
- Mar 8, 2019 to Mar 19, 2019
- Registered next
- Mar 18, 2019 to Apr 9, 2019
- Branch state
- CA
- Cities
- 2, most in Costa Mesa, Ca
- Registered there that day
- 15,935 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape