DFX Intelligence
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Team lift-out
4 advisors left O•••• F•• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kamie Lee Abraham | Westlake Village, Ca | Nov 7, 2024 | Nov 6, 2024 |
| David Kelly Wood | Santa Rosa, Ca | Nov 12, 2024 | Nov 19, 2024 |
| Scott David Nelson | Westlake Village, Ca | Nov 14, 2024 | Nov 6, 2024 |
| Robert Gerard Kernochan | La Jolla, Ca | Nov 18, 2024 | Nov 6, 2024 |
The rule
- Registrations ended
- Nov 7, 2024 to Nov 18, 2024
- Registered next
- Nov 6, 2024 to Nov 19, 2024
- Branch state
- CA
- Cities
- 3, most in Westlake Village, Ca
- Registered there that day
- 926 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape