DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerry Fields | Redlands, Ca | Aug 9, 2023 | Jul 31, 2023 |
| Erin Christine Green | Beaumont, Ca | Aug 10, 2023 | Jul 31, 2023 |
| Kirk Mathew Shelby | Riverside, Ca | Aug 10, 2023 | Jul 31, 2023 |
The rule
- Registrations ended
- Aug 9, 2023 to Aug 10, 2023
- Registered next
- Jul 31, 2023
- Branch state
- CA
- Cities
- 2, most in Riverside, Ca
- Registered there that day
- 8,638 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape