DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chalita Sitthisakuldej | San Francisco, Ca | Jul 22, 2025 | Aug 13, 2025 |
| Christopher Phillips | Palo Alto, Ca | Aug 4, 2025 | Aug 1, 2025 |
| William Yore | Palo Alto, Ca | Aug 18, 2025 | Aug 19, 2025 |
| Bret Cameto | Walnut Creek, Ca | Aug 19, 2025 | Aug 18, 2025 |
| Claudia Thompson | Walnut Creek, Ca | Aug 19, 2025 | Aug 18, 2025 |
| Gary Martin | Walnut Creek, Ca | Aug 25, 2025 | Aug 20, 2025 |
The rule
- Registrations ended
- Jul 22, 2025 to Aug 25, 2025
- Registered next
- Aug 1, 2025 to Aug 20, 2025
- Branch state
- CA
- Cities
- 3, most in Walnut Creek, Ca
- Registered there that day
- 24,480 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape