DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Richard Pacheco Mansfield | San Francisco, Ca | Oct 13, 2023 | Nov 17, 2023 |
| Ryan R. Nicholas | Menlo Park, Ca | Oct 17, 2023 | Oct 25, 2023 |
| Joseph Nguyen | Cupertino, Ca | Oct 20, 2023 | Nov 21, 2023 |
The rule
- Registrations ended
- Oct 13, 2023 to Oct 20, 2023
- Registered next
- Oct 25, 2023 to Nov 21, 2023
- Branch state
- CA
- Cities
- 3, most in San Francisco, Ca
- Registered there that day
- 20,245 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape