DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Vanessa Navarro | Riverside, Ca | Aug 8, 2022 | Sep 1, 2022 |
| Naim Kawadri | Concord, Ca | Aug 15, 2022 | Sep 23, 2022 |
| Kevin John Borrelli | Irvine, Ca | Aug 16, 2022 | Oct 26, 2022 |
| Arya Moshrefi | Newport Beach, Ca | Aug 18, 2022 | Sep 14, 2022 |
The rule
- Registrations ended
- Aug 8, 2022 to Aug 18, 2022
- Registered next
- Sep 1, 2022 to Oct 26, 2022
- Branch state
- CA
- Cities
- 4, most in Pasadena, Ca
- Registered there that day
- 21,941 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape