DFX Intelligence
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Team lift-out
8 advisors left C•••••••• G••••• M•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Margaret Kendall Reid | Martinez, Ca | Oct 3, 2024 | Dec 11, 2024 |
| Colette Michelle Law | San Anselmo, Ca | Oct 7, 2024 | Dec 11, 2024 |
| John Andrew Mitchell | San Francisco, Ca | Oct 7, 2024 | Dec 11, 2024 |
| Max Rafael Zelaya | Orange, Ca | Oct 7, 2024 | Oct 2, 2024 |
| Robyn Lynn Delfierro | Sunnyvale, Ca | Oct 8, 2024 | Dec 2, 2024 |
| Z Lee Pelayo | Mt View, Ca | Oct 8, 2024 | Dec 9, 2024 |
| Randolph Theodore Lachman | Mill Valley, Ca | Oct 21, 2024 | Dec 11, 2024 |
| Jeffrey Felix | Los Angeles, Ca | Oct 22, 2024 | Dec 16, 2024 |
The rule
- Registrations ended
- Oct 3, 2024 to Oct 22, 2024
- Registered next
- Oct 2, 2024 to Dec 16, 2024
- Branch state
- CA
- Cities
- 8, most in Martinez, Ca
- Registered there that day
- 2,090 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape