DFX Intelligence
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Team lift-out
4 advisors left L•• F•••••••• L•• for C••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Halley Maclise Craig | Mill Valley, Ca | Oct 8, 2020 | Dec 17, 2020 |
| Joan Kelley Holmes | Irvine, Ca | Oct 21, 2020 | Oct 19, 2020 |
| Sonya Michele O'Connor | Irvine, Ca | Oct 21, 2020 | Oct 19, 2020 |
| William Clark Oconnor | Woodland Hills, Ca | Oct 21, 2020 | Oct 19, 2020 |
The rule
- Registrations ended
- Oct 8, 2020 to Oct 21, 2020
- Registered next
- Oct 19, 2020 to Dec 17, 2020
- Branch state
- CA
- Cities
- 3, most in Irvine, Ca
- Registered there that day
- 9,645 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape