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 |
|---|---|---|---|
| Matthew Sattler | Novato, Ca | Aug 17, 2021 | Sep 9, 2021 |
| Eric Dana Mosser | Indian Wells, Ca | Aug 25, 2021 | Oct 2, 2021 |
The rule
- Registrations ended
- Aug 17, 2021 to Aug 25, 2021
- Registered next
- Sep 9, 2021 to Oct 2, 2021
- Branch state
- CA
- Cities
- 2, most in Novato, Ca
- Registered there that day
- 17,976 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape