DFX Intelligence
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Team lift-out
3 advisors left A• W••••• M••••••••• L•• for M••••• W••••• M••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Sheridan | Anaheim, Ca | Aug 2, 2022 | Apr 29, 2022 |
| Felton Thomas Mosley | Chino, Ca | Aug 2, 2022 | Apr 29, 2022 |
| Travis Bradford Hawley | Anaheim, Ca | Aug 2, 2022 | Apr 29, 2022 |
The rule
- Registrations ended
- Aug 2, 2022
- Registered next
- Apr 29, 2022
- Branch state
- CA
- Cities
- 2, most in Anaheim, Ca
- Registered there that day
- 393 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape