DFX Intelligence
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Team lift-out
4 advisors left E•••••••• A•••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shelbi Cleaver | San Diego, Ca | Apr 12, 2021 | Sep 23, 2021 |
| Nicolas Appen-Lippard | San Francisco, Ca | Apr 14, 2021 | May 4, 2021 |
| Henry Raimi | Los Angeles, Ca | Apr 19, 2021 | May 27, 2021 |
| Lake Lapp | San Diego, Ca | May 3, 2021 | Jun 29, 2021 |
The rule
- Registrations ended
- Apr 12, 2021 to May 3, 2021
- Registered next
- May 4, 2021 to Sep 23, 2021
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 2,689 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape