DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Dylan Crandall | Huntington Beach, Ca | Jul 21, 2022 | Jul 15, 2022 |
| Lee Vann Erby | San Francisco, Ca | Jul 26, 2022 | Sep 6, 2022 |
The rule
- Registrations ended
- Jul 21, 2022 to Jul 26, 2022
- Registered next
- Jul 15, 2022 to Sep 6, 2022
- Branch state
- CA
- Cities
- 2, most in Long Beach, Ca
- Registered there that day
- 21,886 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape