DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for M••••••• I••••••••• N•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Michael Schindler | San Diego, Ca | Feb 11, 2025 | Feb 3, 2025 |
| Penny Jo Agnew | San Diego, Ca | Feb 24, 2025 | Feb 3, 2025 |
The rule
- Registrations ended
- Feb 11, 2025 to Feb 24, 2025
- Registered next
- Feb 3, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 18,312 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape