DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott M Pantuso | Irvine, Ca | Aug 19, 2021 | Sep 8, 2021 |
| Jason David Sherr | Irvine, Ca | Aug 25, 2021 | Aug 23, 2021 |
| Merrick Minh Nguyen | Irvine, Ca | Aug 27, 2021 | Aug 23, 2021 |
| Allison Christine Taylor | Newport Beach, Ca | Sep 1, 2021 | Aug 26, 2021 |
| Kaitlyn Jane Chuong | Los Angeles, Ca | Sep 1, 2021 | Aug 27, 2021 |
The rule
- Registrations ended
- Aug 19, 2021 to Sep 1, 2021
- Registered next
- Aug 23, 2021 to Sep 8, 2021
- Branch state
- CA
- Cities
- 3, most in Irvine, Ca
- Registered there that day
- 14,151 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape