DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for H••• S••••••••• •••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam S Lawlor | San Francisco, Ca | Apr 2, 2024 | Jan 2, 2025 |
| Denise Hei Kan Lo | San Francisco, Ca | Apr 5, 2024 | May 9, 2024 |
The rule
- Registrations ended
- Apr 2, 2024 to Apr 5, 2024
- Registered next
- May 9, 2024 to Jan 2, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 2,228 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape