DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Charlotte Huang | Arcadia, Ca | Nov 10, 2022 | Nov 10, 2022 |
| Peter Hooker | San Francisco, Ca | Nov 23, 2022 | Dec 5, 2022 |
The rule
- Registrations ended
- Nov 10, 2022 to Nov 23, 2022
- Registered next
- Nov 10, 2022 to Dec 5, 2022
- Branch state
- CA
- Cities
- 2, most in Arcadia, Ca
- Registered there that day
- 13,859 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape