DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Fiona A Lam | San Francisco, Ca | Apr 19, 2021 | Apr 16, 2021 |
| William Terrell | San Francisco, Ca | Apr 19, 2021 | Apr 16, 2021 |
| Qaysar Khalel Al Aboosi | Sacramento, Ca | May 3, 2021 | May 21, 2021 |
| Chien Nguyen | Newport Beach, Ca | May 6, 2021 | May 5, 2021 |
| Danny Nguyen | Fountain Valley, Ca | May 6, 2021 | May 5, 2021 |
The rule
- Registrations ended
- Apr 19, 2021
- Registered next
- Apr 16, 2021
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 22,368 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape