DFX Intelligence
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Team lift-out
2 advisors left P•••• S••••••••• L•• for E•••••••• A•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Patrick Bolduc | Sherman Oaks, Ca | Oct 25, 2024 | Dec 4, 2024 |
| Ronny Chaohsiung Liu | Irvine, Ca | Nov 6, 2024 | Nov 15, 2024 |
The rule
- Registrations ended
- Oct 25, 2024 to Nov 6, 2024
- Registered next
- Nov 15, 2024 to Dec 4, 2024
- Branch state
- CA
- Cities
- 2, most in Sherman Oaks, Ca
- Registered there that day
- 2,388 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape