DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheri Yu | Sacramento, Ca | May 3, 2023 | Jan 23, 2024 |
| Jeffrey Yau | Laguna Niguel, Ca | May 9, 2023 | Aug 16, 2023 |
The rule
- Registrations ended
- May 3, 2023 to May 9, 2023
- Registered next
- Aug 16, 2023 to Jan 23, 2024
- Branch state
- CA
- Cities
- 2, most in Sacramento, Ca
- Registered there that day
- 19,567 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape