DFX Intelligence
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Team lift-out
2 advisors left P•••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 9, 2021 to Jul 21, 2021
- Registered next
- Aug 10, 2021 to Apr 17, 2023
- Branch state
- CA
- Cities
- 1, most in Roseville, Ca
- Registered there that day
- 1,804 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape