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 M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Liu | Cupertino, Ca | Apr 27, 2015 | Apr 17, 2015 |
| Julian S Quasha | San Francisco, Ca | Apr 30, 2015 | Apr 27, 2015 |
The rule
- Registrations ended
- Apr 27, 2015 to Apr 30, 2015
- Registered next
- Apr 17, 2015 to Apr 27, 2015
- Branch state
- CA
- Cities
- 2, most in Cupertino, Ca
- Registered there that day
- 13,097 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape