DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher D Wells | Carlsbad, Ca | Sep 27, 2023 | Sep 28, 2023 |
| Ernest Junior Miars | San Diego, Ca | Sep 27, 2023 | Sep 28, 2023 |
| Jennifer Lee Schroeder | Carlsbad, Ca | Sep 27, 2023 | Sep 28, 2023 |
The rule
- Registrations ended
- Sep 27, 2023
- Registered next
- Sep 28, 2023
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 3,079 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape