DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Daniel Knight | Chico, Ca | Dec 21, 2022 | Dec 21, 2022 |
| Kathleen Marie Carpenter | Chico, Ca | Dec 21, 2022 | Dec 21, 2022 |
The rule
- Registrations ended
- Dec 21, 2022
- Registered next
- Dec 21, 2022
- Branch state
- CA
- Cities
- 1, most in Chico, Ca
- Registered there that day
- 14,088 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape