DFX Intelligence
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Team lift-out
3 advisors left H••• S••••••••• •••• I••• for C•••••••• G••••• M•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chong Lam Kam | San Francisco, Ca | Jun 26, 2025 | May 19, 2025 |
| Matthew Henry Lum | San Francisco, Ca | Jun 26, 2025 | May 16, 2025 |
| Lin Lin | Irvine, Ca | Jul 9, 2025 | Jun 26, 2025 |
The rule
- Registrations ended
- Jun 26, 2025 to Jul 9, 2025
- Registered next
- May 16, 2025 to Jun 26, 2025
- Branch state
- CA
- Cities
- 3, most in San Mateo, Ca
- Registered there that day
- 333 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape