DFX Intelligence
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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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter Chili Shieh | Fresno, Ca | Feb 22, 2023 | Feb 17, 2023 |
| Qingyu Yang | Rowland Heights, Ca | Feb 22, 2023 | Feb 21, 2023 |
The rule
- Registrations ended
- Feb 22, 2023
- Registered next
- Feb 17, 2023 to Feb 21, 2023
- Branch state
- CA
- Cities
- 1, most in Fresno, Ca
- Registered there that day
- 2,075 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape