DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Ho Wang | Seal Beach, Ca | Sep 3, 2025 | Aug 29, 2025 |
| Husnia Lutfi | Milpitas, Ca | Sep 5, 2025 | Jul 3, 2026 |
| Ken Thanh Hung Ngo | Sacramento, Ca | Sep 11, 2025 | Sep 26, 2025 |
The rule
- Registrations ended
- Sep 3, 2025 to Sep 11, 2025
- Registered next
- Aug 29, 2025 to Sep 26, 2025
- Branch state
- CA
- Cities
- 2, most in Seal Beach, Ca
- Registered there that day
- 5,841 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape