DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew J Meyer | Kentfield, Ca | Feb 24, 2025 | Feb 21, 2025 |
| Becky B Chen | Los Angeles, Ca | Feb 24, 2025 | Feb 21, 2025 |
| Keri Tan Chan | San Francisco, Ca | Feb 24, 2025 | Feb 21, 2025 |
The rule
- Registrations ended
- Feb 24, 2025
- Registered next
- Feb 21, 2025
- Branch state
- CA
- Cities
- 3, most in San Mateo, Ca
- Registered there that day
- 24,275 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape