DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan R Carlysle | Menlo Park, Ca | Jun 7, 2023 | Jan 18, 2024 |
| Michael J Kenyon | San Francisco, Ca | Jun 13, 2023 | Jul 7, 2023 |
The rule
- Registrations ended
- Jun 7, 2023 to Jun 13, 2023
- Registered next
- Jul 7, 2023 to Jan 18, 2024
- Branch state
- CA
- Cities
- 2, most in Menlo Park, Ca
- Registered there that day
- 5,116 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape