DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for C••••• I••••••••• A••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Lamb | San Francisco, Ca | Jan 10, 2024 | Feb 7, 2025 |
| Rebecca Dinneen | Walnut Creek, Ca | Jan 10, 2024 | Mar 21, 2024 |
The rule
- Registrations ended
- Jan 10, 2024
- Registered next
- Mar 21, 2024 to Feb 7, 2025
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 5,256 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape