DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Sean James Henderson | San Francisco, Ca | Apr 2, 2024 | Mar 29, 2024 |
| Joseph Michael Rendon | San Francisco, Ca | Apr 10, 2024 | Apr 2, 2024 |
| Lilly Zoltak | San Francisco, Ca | Apr 12, 2024 | May 9, 2024 |
| Tyler Nguyen | San Francisco, Ca | Apr 19, 2024 | Apr 25, 2024 |
The rule
- Registrations ended
- Apr 2, 2024 to Apr 19, 2024
- Registered next
- Mar 29, 2024 to May 9, 2024
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 2,228 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape