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 |
|---|---|---|---|
| Qiao Li | San Jose, Ca | Sep 22, 2026 | Sep 18, 2026 |
| Srdan Stojic | San Francisco, Ca | Sep 22, 2026 | Sep 3, 2026 |
The rule
- Registrations ended
- Sep 22, 2026
- Registered next
- Sep 3, 2026 to Sep 18, 2026
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 2,408 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape