DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Plato Wang | Los Altos, Ca | Aug 31, 2020 | Sep 23, 2020 |
| Julius Freeman | Capitola, Ca | Sep 8, 2020 | Nov 5, 2021 |
The rule
- Registrations ended
- Aug 31, 2020 to Sep 8, 2020
- Registered next
- Sep 23, 2020 to Nov 5, 2021
- Branch state
- CA
- Cities
- 2, most in Los Altos, Ca
- Registered there that day
- 21,948 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape