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 |
|---|---|---|---|
| Adam G. Lewis | Pleasanton, Ca | Oct 25, 2023 | Oct 30, 2023 |
| Varsha Nambiar | Ladera Ranch, Ca | Nov 2, 2023 | Nov 16, 2023 |
The rule
- Registrations ended
- Oct 25, 2023 to Nov 2, 2023
- Registered next
- Oct 30, 2023 to Nov 16, 2023
- Branch state
- CA
- Cities
- 2, most in Pleasanton, Ca
- Registered there that day
- 23,652 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape