DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Monique Pearl | Santa Rosa, Ca | Feb 7, 2020 | Feb 11, 2021 |
| Michael J. Zatarain | Oakland, Ca | Feb 20, 2020 | Aug 24, 2020 |
The rule
- Registrations ended
- Feb 7, 2020 to Feb 20, 2020
- Registered next
- Aug 24, 2020 to Feb 11, 2021
- Branch state
- CA
- Cities
- 2, most in Santa Rosa, Ca
- Registered there that day
- 17,290 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape