DFX Intelligence

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Team lift-out

4 advisors left J••• M••••• S••••••••• L•• for C••••••• S••••••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew E CurtoSan Francisco, CaApr 20, 2024Apr 19, 2024
Clement FariasSan Francisco, CaApr 20, 2024Apr 19, 2024
Derek EngenSan Francisco, CaApr 20, 2024Apr 19, 2024
Hugh W BeecherSan Francisco, CaApr 20, 2024Apr 19, 2024
Margaret Louise Mayes McgonigleSan Francisco, CaApr 20, 2024Apr 19, 2024
The rule
Registrations ended
Apr 20, 2024
Registered next
Apr 19, 2024
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
10,356 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into C••••••• S••••••••• I•••