DFX Intelligence
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Team lift-out
2 advisors left W•••••• S••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Currie Anderson | Huntington Beac, Ca | Jul 11, 2023 | Jun 30, 2023 |
| John Michael Valenzuela | Costa Mesa, Ca | Jul 11, 2023 | Jan 1, 2025 |
The rule
- Registrations ended
- Jul 11, 2023
- Registered next
- Jun 30, 2023 to Jan 1, 2025
- Branch state
- CA
- Cities
- 2, most in Huntington Beac, Ca
- Registered there that day
- 193 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape