DFX Intelligence

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Team lift-out

2 advisors left H••• S••••••••• •••• I••• for C•••••••• G••••• M•••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Calvin WuIrvine, CaAug 3, 2022Aug 15, 2022
Jia NiArcadia, CaAug 3, 2022Aug 15, 2022
The rule
Registrations ended
Aug 3, 2022
Registered next
Aug 15, 2022
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
207 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of H••• S••••••••• •••• I•••Other teams into C•••••••• G••••• M•••••• I•••