DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for C•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Jin Lee | Palo Alto, Ca | May 18, 2023 | May 4, 2023 |
| Anna Yu | Palo Alto, Ca | May 19, 2023 | May 19, 2023 |
| Samuel Edward Biscaro | San Francisco, Ca | May 19, 2023 | May 31, 2023 |
The rule
- Registrations ended
- May 18, 2023 to May 19, 2023
- Registered next
- May 4, 2023 to May 31, 2023
- Branch state
- CA
- Cities
- 2, most in Palo Alto, Ca
- Registered there that day
- 605 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape