DFX Intelligence
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Team lift-out
3 advisors left K•••••••• W••••• A•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Scott Felsenfeld | San Diego, Ca | Nov 3, 2023 | Oct 16, 2023 |
| Thad Rankin Bisselle | San Diego, Ca | Nov 3, 2023 | Oct 19, 2023 |
| William R Young | San Diego, Ca | Nov 3, 2023 | Oct 25, 2023 |
The rule
- Registrations ended
- Nov 3, 2023
- Registered next
- Oct 16, 2023 to Oct 25, 2023
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 70 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape