DFX Intelligence
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Team lift-out
6 advisors left C•••••••• G••••• M•••••• I••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diane Joan Baer | San Francisco, Ca | Dec 6, 2021 | Dec 3, 2021 |
| Dieu Tran | Fresno, Ca | Dec 6, 2021 | Dec 3, 2021 |
| Erik James Jue | Fresno, Ca | Dec 6, 2021 | Dec 3, 2021 |
| Jason Alvin Degroodt | Fresno, Ca | Dec 6, 2021 | Dec 3, 2021 |
| Matthew Edward Park | Fresno, Ca | Dec 6, 2021 | Dec 3, 2021 |
| Ying Mei | Fresno, Ca | Dec 6, 2021 | Dec 3, 2021 |
The rule
- Registrations ended
- Dec 6, 2021
- Registered next
- Dec 3, 2021
- Branch state
- CA
- Cities
- 1, most in Fresno, Ca
- Registered there that day
- 1,605 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape