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 |
|---|---|---|---|
| Whitney Brillon | San Diego, Ca | Mar 20, 2024 | Apr 1, 2024 |
| Carlos Guerrero | San Diego, Ca | Mar 21, 2024 | Nov 20, 2024 |
The rule
- Registrations ended
- Mar 20, 2024 to Mar 21, 2024
- Registered next
- Apr 1, 2024 to Nov 20, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 5,176 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape