DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for W•••••• B•••• • C•••••• L•••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Andrew Barry Cella | San Francisco, Ca | May 24, 2023 | May 4, 2023 |
| Laura Harrison Ward | San Francisco, Ca | May 24, 2023 | May 8, 2024 |
| Lai Shan Kwong | San Francisco, Ca | May 26, 2023 | May 4, 2023 |
The rule
- Registrations ended
- May 24, 2023 to May 26, 2023
- Registered next
- May 4, 2023 to May 8, 2024
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 553 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape