DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left N• A••••••• for E•••••• E••••• L••
state registeredtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter T Po | Cupertino, Ca | May 16, 2024 | May 15, 2026 |
| Shirley Ank Wong | Daly City, Ca | May 16, 2024 | Apr 25, 2024 |
The rule
- Registrations ended
- May 16, 2024
- Registered next
- Apr 25, 2024 to May 15, 2026
- Branch state
- CA
- Cities
- 2, most in Cupertino, Ca
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape