DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashlee L Ashlock | Irvine, Ca | Jun 25, 2018 | Jun 22, 2018 |
| Howard Ashlock | Newport Beach, Ca | Jun 25, 2018 | Jun 22, 2018 |
| Lee C O'Rourke | Newport Beach, Ca | Jun 25, 2018 | Jun 25, 2018 |
The rule
- Registrations ended
- Jun 25, 2018
- Registered next
- Jun 22, 2018 to Jun 25, 2018
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 20,306 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape