DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Anusha Sapharu | Morgan Hill, Ca | Sep 25, 2024 | Dec 3, 2024 |
| Daniel Testa | San Diego, Ca | Oct 2, 2024 | Nov 8, 2024 |
| Kirandeep Kaur | North Highlands, Ca | Oct 4, 2024 | Oct 7, 2024 |
The rule
- Registrations ended
- Sep 25, 2024 to Oct 4, 2024
- Registered next
- Oct 7, 2024 to Dec 3, 2024
- Branch state
- CA
- Cities
- 3, most in Morgan Hill, Ca
- Registered there that day
- 23,703 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape