DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Prabhjit Kaur Hayer | Walnut Creek, Ca | Jun 8, 2022 | Jun 8, 2022 |
| Soren Sebastian Lewis | Moorpark, Ca | Jun 15, 2022 | Jul 11, 2022 |
| Yunyan Zhou | Palo Alto, Ca | Jun 23, 2022 | Jun 28, 2022 |
The rule
- Registrations ended
- Jun 8, 2022 to Jun 23, 2022
- Registered next
- Jun 8, 2022 to Jul 11, 2022
- Branch state
- CA
- Cities
- 3, most in Walnut Creek, Ca
- Registered there that day
- 14,030 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape