DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Robert Harner | Sacramento, Ca | Sep 26, 2022 | Jan 22, 2024 |
| Veronica Kuznetsov | Santa Ana, Ca | Oct 6, 2022 | Jun 29, 2023 |
The rule
- Registrations ended
- Sep 26, 2022 to Oct 6, 2022
- Registered next
- Jun 29, 2023 to Jan 22, 2024
- Branch state
- CA
- Cities
- 2, most in Sacramento, Ca
- Registered there that day
- 13,794 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape