DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Yingquan Zhang | Castro Valley, Ca | Jul 10, 2025 | Jul 22, 2025 |
| David Ellman | Walnut Creek, Ca | Jul 14, 2025 | Jul 2, 2025 |
The rule
- Registrations ended
- Jul 10, 2025 to Jul 14, 2025
- Registered next
- Jul 2, 2025 to Jul 22, 2025
- Branch state
- CA
- Cities
- 2, most in Castro Valley, Ca
- Registered there that day
- 20,095 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape