DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
The rule
- Registrations ended
- Oct 27, 2022 to Oct 31, 2022
- Registered next
- Dec 7, 2022 to Jan 25, 2023
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 1,972 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape