DFX Intelligence
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Team lift-out
2 advisors left H••• S••••••••• •••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Song | Irvine, Ca | Jun 13, 2025 | Jun 2, 2025 |
| Kevin H Fung | San Francisco, Ca | Jun 26, 2025 | Sep 13, 2021 |
The rule
- Registrations ended
- Jun 13, 2025 to Jun 26, 2025
- Registered next
- Sep 13, 2021 to Jun 2, 2025
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 330 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape