DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Pak | San Francisco, Ca | Jun 2, 2017 | Jul 12, 2017 |
| David Matthew Frings | Roseville, Ca | Jun 6, 2017 | Jul 14, 2017 |
The rule
- Registrations ended
- Jun 2, 2017 to Jun 6, 2017
- Registered next
- Jul 12, 2017 to Jul 14, 2017
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 19,141 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Mar 28, 2018), not necessarily this firm