DFX Intelligence
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Team lift-out
7 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 |
|---|---|---|---|
| Ashley Marie Stone | San Jose, Ca | Mar 19, 2024 | Mar 27, 2024 |
| Paul Michael Burke | Beverly Hills, Ca | Apr 2, 2024 | Nov 27, 2024 |
| Nyisha Patrice Bell | Stockton, Ca | Apr 5, 2024 | Apr 25, 2024 |
| Alexander Amir Torshizi | San Jose, Ca | Apr 18, 2024 | May 6, 2024 |
| Shrddha Singhi | San Jose, Ca | Apr 18, 2024 | Apr 17, 2024 |
| Jason Orcena Tiongson | South San Francisco, Ca | Apr 23, 2024 | Apr 17, 2024 |
| Michael Hayden Mullane | Newport Beach, Ca | May 1, 2024 | May 16, 2024 |
The rule
- Registrations ended
- Mar 19, 2024 to May 1, 2024
- Registered next
- Mar 27, 2024 to Nov 27, 2024
- Branch state
- CA
- Cities
- 5, most in San Jose, Ca
- Registered there that day
- 13,681 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape