DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••• S••••• • C••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel S Brennan | Rocklin, Ca | May 31, 2018 | Dec 21, 2018 |
| Carolyn Chan | Palo Alto, Ca | Jun 2, 2018 | Jul 3, 2018 |
The rule
- Registrations ended
- May 31, 2018 to Jun 2, 2018
- Registered next
- Jul 3, 2018 to Dec 21, 2018
- Branch state
- CA
- Cities
- 2, most in Rocklin, Ca
- Registered there that day
- 20,279 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape