DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for E••••• J••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Stone | San Diego, Ca | Jun 14, 2024 | Jun 12, 2024 |
| Cliff G Xu | Half Moon Bay, Ca | Jun 27, 2024 | Jul 1, 2024 |
The rule
- Registrations ended
- Jun 14, 2024 to Jun 27, 2024
- Registered next
- Jun 12, 2024 to Jul 1, 2024
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 13,585 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape