DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left A••••••••• F•••••••• S•••••••• L•• for A•••• C•••••• C••••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David LamSan Francisco, CaSep 1, 2026Sep 15, 2026
Sam Te SuSan Francisco, CaSep 2, 2026Sep 16, 2026
The rule
Registrations ended
Sep 1, 2026 to Sep 2, 2026
Registered next
Sep 15, 2026 to Sep 16, 2026
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
13,003 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into A•••• C•••••• C••••