DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kisa Marie Konrad | San Lorenzo, Ca | Sep 11, 2021 | Oct 8, 2021 |
| Oscar Rodriguez | Oxnard, Ca | Sep 25, 2021 | Nov 2, 2021 |
The rule
- Registrations ended
- Sep 11, 2021 to Sep 25, 2021
- Registered next
- Oct 8, 2021 to Nov 2, 2021
- Branch state
- CA
- Cities
- 2, most in San Lorenzo, Ca
- Registered there that day
- 6,148 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape