DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Rich | San Francisco, Ca | May 29, 2024 | Jun 28, 2024 |
| Jake Remolona | San Francisco, Ca | Jun 4, 2024 | Jul 2, 2024 |
The rule
- Registrations ended
- May 29, 2024 to Jun 4, 2024
- Registered next
- Jun 28, 2024 to Jul 2, 2024
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 3,551 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape