DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Timothy Filipi Cahyadi | San Francisco, Ca | Aug 29, 2022 | Aug 30, 2022 |
| Anthony Custodio | Palo Alto, Ca | Sep 1, 2022 | Aug 2, 2022 |
| Aubrey Tarpley | Palo Alto, Ca | Sep 1, 2022 | Aug 2, 2022 |
| Theresa Rutledge | Palo Alto, Ca | Sep 1, 2022 | Aug 2, 2022 |
The rule
- Registrations ended
- Aug 29, 2022 to Sep 1, 2022
- Registered next
- Aug 2, 2022 to Aug 30, 2022
- Branch state
- CA
- Cities
- 2, most in Palo Alto, Ca
- Registered there that day
- 21,988 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape