DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for C•••••• S••••• • C••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Z Cai | Palo Alto, Ca | May 9, 2024 | Jun 25, 2024 |
| Guillermo Antonio Roses | Roseville, Ca | May 14, 2024 | Jun 11, 2024 |
The rule
- Registrations ended
- May 9, 2024 to May 14, 2024
- Registered next
- Jun 11, 2024 to Jun 25, 2024
- Branch state
- CA
- Cities
- 2, most in Palo Alto, Ca
- Registered there that day
- 20,417 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape