DFX Intelligence
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Team lift-out
4 advisors left C•••• C•••••• S••••••••• L••• for P•••••• A•••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laura Kuo Carmany | San Francisco, Ca | Apr 16, 2024 | Apr 18, 2024 |
| Terrence Hugh Gee | San Francisco, Ca | Apr 17, 2024 | Jul 18, 2024 |
| Edward Lee Lazaro | Orange, Ca | Apr 30, 2024 | May 2, 2024 |
| Quentin Lee Lazaro | Orange, Ca | Apr 30, 2024 | May 2, 2024 |
The rule
- Registrations ended
- Apr 16, 2024 to Apr 30, 2024
- Registered next
- Apr 18, 2024 to Jul 18, 2024
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 66 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape