DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Neil M Faulmino | Fountain Valley, Ca | Apr 15, 2024 | Mar 19, 2024 |
| Sammy C. Chang | Fountain Valley, Ca | Apr 18, 2024 | Jun 21, 2024 |
| Soren Sebastian Lewis | Fountain Valley, Ca | Apr 18, 2024 | Jun 3, 2024 |
| Xiaoyu Jiang | San Francisco, Ca | Apr 23, 2024 | Mar 19, 2024 |
The rule
- Registrations ended
- Apr 15, 2024 to Apr 23, 2024
- Registered next
- Mar 19, 2024 to Jun 21, 2024
- Branch state
- CA
- Cities
- 2, most in Fountain Valley, Ca
- Registered there that day
- 2,179 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape