DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for S•••• R•••• W••••• M•••••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi S Morshead | Larkspur, Ca | May 21, 2015 | May 13, 2015 |
| Laurean Sue Nardone | Larkspur, Ca | May 21, 2015 | Mar 11, 2022 |
The rule
- Registrations ended
- May 21, 2015
- Registered next
- May 13, 2015 to Mar 11, 2022
- Branch state
- CA
- Cities
- 1, most in Larkspur, Ca
- Registered there that day
- 6,727 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape