DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Salvatore Joseph Petetti | Fresno, Ca | May 2, 2018 | Apr 19, 2018 |
| Josue E. Flores | Ventura, Ca | May 3, 2018 | Apr 10, 2018 |
The rule
- Registrations ended
- May 2, 2018 to May 3, 2018
- Registered next
- Apr 10, 2018 to Apr 19, 2018
- Branch state
- CA
- Cities
- 2, most in Fresno, Ca
- Registered there that day
- 992 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape