DFX Intelligence
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Team lift-out
5 advisors left C•••• C•••••• S••••••••• L••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Ida Rivenes | Nevada City, Ca | Apr 17, 2024 | Apr 17, 2024 |
| Jeffrey Dean Barlow | Orange, Ca | Apr 17, 2024 | Apr 17, 2024 |
| Krishna Venkatesh Agnihotri | Orange, Ca | Apr 17, 2024 | Apr 17, 2024 |
| Luke Cletus Iverson | Rancho Murieta, Ca | Apr 17, 2024 | Apr 17, 2024 |
| Trevor David Glenn | Elk Grove, Ca | Apr 17, 2024 | Apr 17, 2024 |
The rule
- Registrations ended
- Apr 17, 2024
- Registered next
- Apr 17, 2024
- Branch state
- CA
- Cities
- 4, most in Orange, Ca
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 8.2%
- Succession by the destination
- none on the tape