DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Masoud Rahimi | Pleasanton, Ca | Oct 11, 2024 | Oct 30, 2024 |
| Wing-Yin Jung | San Mateo, Ca | Oct 11, 2024 | Oct 25, 2024 |
The rule
- Registrations ended
- Oct 11, 2024
- Registered next
- Oct 25, 2024 to Oct 30, 2024
- Branch state
- CA
- Cities
- 2, most in San Mateo, Ca
- Registered there that day
- 5,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape