DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Razon | Anaheim, Ca | May 17, 2021 | Jun 22, 2021 |
| Huini Li | Walnut Creek, Ca | May 26, 2021 | Jul 19, 2021 |
| Matthew Tran | Laguna Woods, Ca | Jun 7, 2021 | Jun 28, 2021 |
| Travis Barnhard | Roseville, Ca | Jun 21, 2021 | May 12, 2022 |
The rule
- Registrations ended
- May 17, 2021 to Jun 21, 2021
- Registered next
- Jun 22, 2021 to May 12, 2022
- Branch state
- CA
- Cities
- 4, most in Anaheim, Ca
- Registered there that day
- 14,202 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape