DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Edward P Caballero | San Ramon, Ca | Aug 20, 2024 | Aug 19, 2024 |
| Michael Eric Tomren | Santa Rosa, Ca | Aug 20, 2024 | Aug 19, 2024 |
| Veronika Zakalinska Carter | San Ramon, Ca | Aug 20, 2024 | Aug 20, 2024 |
| Brian Ross Sullivan | Santa Rosa, Ca | Aug 28, 2024 | Aug 19, 2024 |
The rule
- Registrations ended
- Aug 20, 2024 to Aug 28, 2024
- Registered next
- Aug 19, 2024 to Aug 20, 2024
- Branch state
- CA
- Cities
- 2, most in Santa Rosa, Ca
- Registered there that day
- 3,302 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape