DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ismael Martinez Navarro | Stevenson Ranch, Ca | Dec 9, 2019 | Jan 1, 2025 |
| Sneh Raghu | Fresno, Ca | Dec 9, 2019 | Dec 17, 2020 |
The rule
- Registrations ended
- Dec 9, 2019
- Registered next
- Dec 17, 2020 to Jan 1, 2025
- Branch state
- CA
- Cities
- 2, most in Santa Clarita, Ca
- Registered there that day
- 21,474 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape