DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi Fifield | San Diego, Ca | Jul 29, 2026 | Jul 22, 2026 |
| Nan Wang | Irvine, Ca | Aug 11, 2026 | Aug 7, 2026 |
| Yue Qiu | Irvine, Ca | Aug 11, 2026 | Aug 7, 2026 |
The rule
- Registrations ended
- Jul 29, 2026 to Aug 11, 2026
- Registered next
- Jul 22, 2026 to Aug 7, 2026
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 8,016 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape