DFX Intelligence
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Team lift-out
3 advisors left M• H••••••• S••••••••• I••• for L••• S••••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Alan Rutledge | Lake Forest, Ca | May 4, 2020 | May 1, 2020 |
| Rebecca Anne Napier | Lake Forest, Ca | May 4, 2020 | May 1, 2020 |
| Robert Joseph Rainey | Lake Forest, Ca | May 4, 2020 | May 1, 2020 |
The rule
- Registrations ended
- May 4, 2020
- Registered next
- May 1, 2020
- Branch state
- CA
- Cities
- 1, most in Lake Forest, Ca
- Registered there that day
- 184 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape