DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Gammon Yee | South Pasadena, Ca | Aug 2, 2022 | Aug 2, 2022 |
| Brandon Lawrence Yee | South Pasadena, Ca | Aug 2, 2022 | Jan 1, 2025 |
The rule
- Registrations ended
- Aug 2, 2022
- Registered next
- Aug 2, 2022 to Jan 1, 2025
- Branch state
- CA
- Cities
- 1, most in South Pasadena, Ca
- Registered there that day
- 2,571 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape