DFX Intelligence
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Team lift-out
2 advisors left H•••••• S••••••••• I••• for K••••• P•••••• W••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Walter Roland Valenzuela | Del Mar, Ca | May 27, 2020 | Apr 29, 2020 |
| William Swanner | Del Mar, Ca | May 27, 2020 | Apr 29, 2020 |
The rule
- Registrations ended
- May 27, 2020
- Registered next
- Apr 29, 2020
- Branch state
- CA
- Cities
- 1, most in Del Mar, Ca
- Registered there that day
- 127 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- a succession within a year (Jun 26, 2019), not necessarily this firm