DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joel Drescher | San Francisco, Ca | Nov 16, 2023 | Nov 27, 2023 |
| Karin Chu | San Francisco, Ca | Nov 30, 2023 | Dec 4, 2023 |
The rule
- Registrations ended
- Nov 16, 2023 to Nov 30, 2023
- Registered next
- Nov 27, 2023 to Dec 4, 2023
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 2,191 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape