DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Denny Frederick Speidel | Westlake Village, Ca | May 26, 2015 | May 22, 2015 |
| Jennifer Katherine Hall Kachmar | Sacramento, Ca | Jun 1, 2015 | Jul 6, 2015 |
The rule
- Registrations ended
- May 26, 2015 to Jun 1, 2015
- Registered next
- May 22, 2015 to Jul 6, 2015
- Branch state
- CA
- Cities
- 2, most in Westlake Village, Ca
- Registered there that day
- 17,223 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape