DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James E. Fields | Carlsbad, Ca | Nov 15, 2021 | Feb 17, 2022 |
| Michael Maragay | Seal Beach, Ca | Nov 22, 2021 | Jan 14, 2022 |
| Purnima Kashyap | American Canyon, Ca | Nov 29, 2021 | Jan 26, 2022 |
| Kunj J. Kashyap | Sunnyvale, Ca | Nov 30, 2021 | Jan 14, 2022 |
| William D Olesinski | San Mateo, Ca | Dec 13, 2021 | Feb 28, 2022 |
The rule
- Registrations ended
- Nov 15, 2021 to Dec 14, 2021
- Registered next
- Jan 14, 2022 to Feb 28, 2022
- Branch state
- CA
- Cities
- 5, most in Carlsbad, Ca
- Registered there that day
- 22,035 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape