DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Scott Morehouse | Morgan Hill, Ca | Nov 17, 2022 | Nov 14, 2022 |
| Jeremy Lee Mcchesney | San Jose, Ca | Nov 17, 2022 | Nov 14, 2022 |
| Jessica Huang | San Jose, Ca | Nov 17, 2022 | Nov 14, 2022 |
| Nida Memon | San Jose, Ca | Nov 17, 2022 | Nov 14, 2022 |
The rule
- Registrations ended
- Nov 17, 2022
- Registered next
- Nov 14, 2022
- Branch state
- CA
- Cities
- 2, most in San Jose, Ca
- Registered there that day
- 13,852 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Oct 2, 2023), not necessarily this firm