The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left C•••••••• G••••• M•••••• I••• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Weifen ChengSan Francisco, CaMay 31, 2022May 27, 2022
Zhixin ChengSan Francisco, CaMay 31, 2022Jun 7, 2022
The rule
Registrations ended
May 31, 2022
Registered next
May 27, 2022 to Jun 7, 2022
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
1,774 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape