DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Margaret Ann Richardson | Newport Beach, Ca | Jun 14, 2021 | Jun 11, 2021 |
| Shirley Heller Quackenbush | Newport Beach, Ca | Jun 14, 2021 | Jun 11, 2021 |
The rule
- Registrations ended
- Jun 14, 2021
- Registered next
- Jun 11, 2021
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 22,287 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape