DFX Intelligence
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Team lift-out
4 advisors left J••• M••••• S••••••••• L•• for L••• S••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Williams | Thousand Oaks, Ca | Aug 1, 2024 | Aug 14, 2024 |
| Scott Lieb | Walnut Creek, Ca | Aug 1, 2024 | Aug 20, 2024 |
| Sean Alexander Kram | Los Angeles, Ca | Aug 1, 2024 | Aug 13, 2024 |
| Will Heaton Hendricks | Manhattan Beach, Ca | Aug 1, 2024 | Aug 13, 2024 |
The rule
- Registrations ended
- Aug 1, 2024
- Registered next
- Aug 13, 2024 to Aug 20, 2024
- Branch state
- CA
- Cities
- 4, most in Manhattan Beach, Ca
- Registered there that day
- 10,693 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape