DFX Intelligence
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Team lift-out
3 advisors left C•••••••• G••••• M•••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Raymond Butler | San Francisco, Ca | Jun 29, 2021 | Jul 1, 2021 |
| Emily Chon | Fresno, Ca | Jul 2, 2021 | Jul 6, 2021 |
| Zachariah M Klippel | Los Angeles, Ca | Jul 6, 2021 | Jul 1, 2021 |
The rule
- Registrations ended
- Jun 29, 2021 to Jul 6, 2021
- Registered next
- Jul 1, 2021 to Jul 6, 2021
- Branch state
- CA
- Cities
- 3, most in San Francisco, Ca
- Registered there that day
- 1,388 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape