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 |
|---|---|---|---|
| Trevor Depriest | Beverly Hills, Ca | Oct 20, 2022 | Dec 6, 2022 |
| Tomoko Koyama | Greenbrae, Ca | Oct 30, 2022 | Jan 23, 2023 |
The rule
- Registrations ended
- Oct 20, 2022 to Oct 30, 2022
- Registered next
- Dec 6, 2022 to Jan 23, 2023
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 7,273 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape