DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Rocky Roberto | Soquel, Ca | Jan 14, 2022 | Mar 28, 2022 |
| Michelle Joy Quinn | Santa Barbara, Ca | Jan 24, 2022 | Dec 12, 2022 |
The rule
- Registrations ended
- Jan 14, 2022 to Jan 24, 2022
- Registered next
- Mar 28, 2022 to Dec 12, 2022
- Branch state
- CA
- Cities
- 2, most in Carmel, Ca
- Registered there that day
- 3,673 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape