DFX Intelligence
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Team lift-out
6 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for R••••••••• C•••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Boaz Chan | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
| Hooi Ling Lim | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
| Jennifer Anne Seacrist | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
| Nicholas Joseph Peterson | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
| Sarah Scholz Mijts | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
| Xichan Liu | Palo Alto, Ca | Apr 26, 2022 | May 11, 2022 |
The rule
- Registrations ended
- Apr 26, 2022
- Registered next
- May 11, 2022
- Branch state
- CA
- Cities
- 1, most in Palo Alto, Ca
- Registered there that day
- 545 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape