DFX Intelligence
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Team lift-out
4 advisors left K•• F•••••••• S•••••••• I•• for C••••••••• P•••••••• R••••• C•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Tyler Greenwood | San Jose, Ca | Oct 28, 2020 | Jan 8, 2026 |
| William Louis Fisher | Danville, Ca | Oct 28, 2020 | Oct 28, 2020 |
| John Curtis Stoller | Walnut Creek, Ca | Oct 30, 2020 | Oct 30, 2020 |
| Kenneth Neil Martinson | Walnut Creek, Ca | Oct 30, 2020 | Oct 30, 2020 |
The rule
- Registrations ended
- Oct 28, 2020 to Oct 30, 2020
- Registered next
- Oct 28, 2020 to Jan 8, 2026
- Branch state
- CA
- Cities
- 3, most in Walnut Creek, Ca
- Registered there that day
- 242 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape