DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for O••••••• F•••••••• I•••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Elizabeth Witters | Irvine, Ca | Oct 18, 2021 | Oct 14, 2021 |
| Lisa Huu Nguyen | Irvine, Ca | Oct 18, 2021 | Oct 14, 2021 |
| Scott Vincent Cheo | Irvine, Ca | Oct 18, 2021 | Oct 14, 2021 |
The rule
- Registrations ended
- Oct 18, 2021
- Registered next
- Oct 14, 2021
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 1,594 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape