DFX Intelligence
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Team lift-out
4 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Erhard Weis | Roseville, Ca | Jun 2, 2020 | May 22, 2020 |
| Charles Mark Isaacs | Sherman Oaks, Ca | Jun 12, 2020 | Apr 30, 2020 |
| David Abraham Paller | Sherman Oaks, Ca | Jun 12, 2020 | Apr 30, 2020 |
| Jeffrey Marvin Davis | Santa Barbara, Ca | Jun 18, 2020 | Jun 10, 2020 |
The rule
- Registrations ended
- Jun 2, 2020 to Jun 18, 2020
- Registered next
- Apr 30, 2020 to Jun 10, 2020
- Branch state
- CA
- Cities
- 3, most in Sherman Oaks, Ca
- Registered there that day
- 7,879 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape