DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Hsioh-Tsuei LeeSan Diego, CaSep 15, 2017Jan 2, 2018
Chun BaiSan Diego, CaSep 25, 2017Sep 25, 2017
Cindy MoSan Diego, CaSep 25, 2017Sep 25, 2017
Erica Wenjun WuRowland Heights, CaSep 25, 2017Sep 25, 2017
John Robert HellerSan Diego, CaSep 25, 2017Sep 25, 2017
Josephine Hui-Ju YangSan Diego, CaSep 25, 2017Sep 25, 2017
Julie XiangSan Diego, CaSep 25, 2017Sep 25, 2017
Kaosheng LinSan Diego, CaSep 25, 2017Sep 25, 2017
Mei Xia GuoMonterey Park, CaSep 25, 2017Sep 25, 2017
Shu-Yuan LaiEl Monte, CaSep 25, 2017Jan 1, 2026
Tsunghsin ChenSan Diego, CaSep 25, 2017Sep 25, 2017
The rule
Registrations ended
Sep 15, 2017 to Sep 25, 2017
Registered next
Sep 25, 2017 to Jan 1, 2026
Branch state
CA
Cities
4, most in San Diego, Ca
Registered there that day
6,618 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C••••• I••••••••• A••••••• L••