DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Jesus Gutierrez Chavez | Carmel, Ca | Dec 26, 2023 | Jan 26, 2024 |
| Stefco Marenoski | San Francisco, Ca | Jan 8, 2024 | May 28, 2024 |
| Carl Wong | Cupertino, Ca | Jan 11, 2024 | Apr 1, 2024 |
The rule
- Registrations ended
- Dec 26, 2023 to Jan 11, 2024
- Registered next
- Jan 26, 2024 to May 28, 2024
- Branch state
- CA
- Cities
- 3, most in Carmel, Ca
- Registered there that day
- 5,292 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape