DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Trevor A Pepper | San Francisco, Ca | Sep 11, 2023 | Sep 18, 2023 |
| Franc Burzotta | San Diego, Ca | Sep 22, 2023 | Oct 5, 2023 |
The rule
- Registrations ended
- Sep 11, 2023 to Sep 22, 2023
- Registered next
- Sep 18, 2023 to Oct 5, 2023
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 5,243 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape