DFX Intelligence
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Team lift-out
3 advisors left W•••••• I••••••••• S••••••••• for I••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Tsu | Pasadena, Ca | Feb 7, 2025 | Mar 25, 2025 |
| Charles Brian Conners | Irvine, Ca | Feb 7, 2025 | Mar 25, 2025 |
| Maureen Ming-Yuan Tsu | Irvine, Ca | Feb 7, 2025 | Mar 25, 2025 |
The rule
- Registrations ended
- Feb 7, 2025
- Registered next
- Mar 25, 2025
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 194 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape