DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Quatman | Santa Cruz, Ca | Sep 15, 2020 | Sep 8, 2020 |
| Michael Irving Tan | Long Beach, Ca | Sep 22, 2020 | Sep 14, 2020 |
The rule
- Registrations ended
- Sep 15, 2020 to Sep 22, 2020
- Registered next
- Sep 8, 2020 to Sep 14, 2020
- Branch state
- CA
- Cities
- 2, most in Santa Cruz, Ca
- Registered there that day
- 5,554 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape