DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Marcelino Miller | Walnut Creek, Ca | May 3, 2021 | Apr 30, 2021 |
| Courtney Norine Rapa | Walnut Creek, Ca | May 3, 2021 | Apr 30, 2021 |
| Kelly Dean Milligan | Walnut Creek, Ca | May 3, 2021 | Apr 30, 2021 |
| Mike Barry | Walnut Creek, Ca | May 3, 2021 | Apr 30, 2021 |
| Susan E Schaeffer | Walnut Creek, Ca | May 3, 2021 | Apr 30, 2021 |
| Melissa Yue | Walnut Creek, Ca | May 4, 2021 | Apr 30, 2021 |
The rule
- Registrations ended
- May 3, 2021 to May 4, 2021
- Registered next
- Apr 30, 2021
- Branch state
- CA
- Cities
- 1, most in Walnut Creek, Ca
- Registered there that day
- 22,380 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape