DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gloria Infante | Palo Alto, Ca | Jul 29, 2019 | Jul 26, 2019 |
| Mark Beach | San Mateo, Ca | Jul 29, 2019 | Jul 26, 2019 |
| Richard Jason Dupont | Palo Alto, Ca | Jul 29, 2019 | Jul 26, 2019 |
The rule
- Registrations ended
- Jul 29, 2019
- Registered next
- Jul 26, 2019
- Branch state
- CA
- Cities
- 2, most in Palo Alto, Ca
- Registered there that day
- 21,082 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape