DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Friestman | Ladera Ranch, Ca | Aug 4, 2023 | Aug 3, 2023 |
| Thomas Jang Young Yoon | Westlake Village, Ca | Aug 14, 2023 | Aug 11, 2023 |
The rule
- Registrations ended
- Aug 4, 2023 to Aug 14, 2023
- Registered next
- Aug 3, 2023 to Aug 11, 2023
- Branch state
- CA
- Cities
- 2, most in Ladera Ranch, Ca
- Registered there that day
- 19,362 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape