DFX Intelligence
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Team lift-out
3 advisors left C•••••••• G••••• M•••••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clift Richard O'Byaw | Fresno, Ca | Apr 4, 2023 | Mar 28, 2023 |
| Josh Wilhelmus Jansen | Palo Alto, Ca | Apr 5, 2023 | Aug 3, 2023 |
| William Sa | San Francisco, Ca | Apr 12, 2023 | Jun 2, 2023 |
The rule
- Registrations ended
- Apr 4, 2023 to Apr 12, 2023
- Registered next
- Mar 28, 2023 to Aug 3, 2023
- Branch state
- CA
- Cities
- 3, most in Fresno, Ca
- Registered there that day
- 2,082 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape