DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David K Ho | Cupertino, Ca | May 6, 2022 | Jul 6, 2023 |
| Joanna Ho | Menlo Park, Ca | May 17, 2022 | May 30, 2022 |
The rule
- Registrations ended
- May 6, 2022 to May 17, 2022
- Registered next
- May 30, 2022 to Jul 6, 2023
- Branch state
- CA
- Cities
- 2, most in Cupertino, Ca
- Registered there that day
- 4,442 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape