DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for U••• B•••••• I••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dung Le | San Francisco, Ca | Jun 1, 2021 | Jun 4, 2021 |
| Kelvin Lam | Fresno, Ca | Jun 9, 2021 | Jun 14, 2021 |
The rule
- Registrations ended
- Jun 1, 2021 to Jun 9, 2021
- Registered next
- Jun 4, 2021 to Jun 14, 2021
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 1,386 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape