DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Raymond Eliasyan | Sherman Oaks, Ca | Jul 31, 2023 | Aug 14, 2023 |
| Jacob T Gorman | Lake Arrowhead, Ca | Aug 9, 2023 | Oct 2, 2023 |
| Lauren Guzman | Burbank, Ca | Aug 14, 2023 | Sep 14, 2023 |
The rule
- Registrations ended
- Jul 31, 2023 to Aug 14, 2023
- Registered next
- Aug 14, 2023 to Oct 2, 2023
- Branch state
- CA
- Cities
- 3, most in Sherman Oaks, Ca
- Registered there that day
- 23,595 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape