DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E••••• J••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beth Aleta Rowe | Napa, Ca | Sep 4, 2018 | Aug 31, 2018 |
| Ryan Holloway | Redlands, Ca | Sep 17, 2018 | Aug 31, 2018 |
The rule
- Registrations ended
- Sep 4, 2018 to Sep 17, 2018
- Registered next
- Aug 31, 2018
- Branch state
- CA
- Cities
- 2, most in Napa, Ca
- Registered there that day
- 20,478 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape