DFX Intelligence
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Team lift-out
6 advisors left C••••••••• F•••••••• N•••••• for M••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin William Wong | Roseville, Ca | Dec 31, 2021 | Jan 3, 2022 |
| Jon Brian Beauchemin | Woodland Hills, Ca | Dec 31, 2021 | Jan 3, 2022 |
| Paul Phillip Nelson | Granada Hills, Ca | Dec 31, 2021 | Feb 11, 2022 |
| Shawn Joseph Sandoval | Pleasanton, Ca | Dec 31, 2021 | Jan 6, 2022 |
| Ankit M Shah | Pleasanton, Ca | Jan 4, 2022 | Jan 3, 2022 |
| Jinger Marie Pajestka | Pleasanton, Ca | Jan 4, 2022 | Jan 3, 2022 |
The rule
- Registrations ended
- Dec 31, 2021 to Jan 4, 2022
- Registered next
- Jan 3, 2022 to Feb 11, 2022
- Branch state
- CA
- Cities
- 4, most in Pleasanton, Ca
- Registered there that day
- 2,651 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape