DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for G•••• P•••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Ruth Klipfel | Paso Robles, Ca | Mar 8, 2023 | Mar 7, 2023 |
| Kevin John Klipfel | San Diego, Ca | Mar 8, 2023 | Mar 7, 2023 |
The rule
- Registrations ended
- Mar 8, 2023
- Registered next
- Mar 7, 2023
- Branch state
- CA
- Cities
- 2, most in Paso Robles, Ca
- Registered there that day
- 415 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape