DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• M••••••• L•• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Rankin Evans | Monterey, Ca | Jun 27, 2023 | Jun 2, 2023 |
| Polly Richardson | San Francisco, Ca | Jun 27, 2023 | Jun 13, 2023 |
The rule
- Registrations ended
- Jun 27, 2023
- Registered next
- Jun 2, 2023 to Jun 13, 2023
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 3,133 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape