DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for T•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Norman Duerks | Sacramento, Ca | Dec 22, 2023 | Oct 2, 2023 |
| Frank Joshua Alvarez | San Diego, Ca | Dec 22, 2023 | Oct 2, 2023 |
| Jared J Redfield | San Diego, Ca | Dec 22, 2023 | Sep 26, 2023 |
The rule
- Registrations ended
- Dec 22, 2023
- Registered next
- Sep 26, 2023 to Oct 2, 2023
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 15,776 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape