DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Y Shieh | Beverly Hills, Ca | Mar 2, 2023 | Feb 27, 2023 |
| Ruby Yingchi Lin | Palo Alto, Ca | Mar 2, 2023 | Feb 27, 2023 |
The rule
- Registrations ended
- Mar 2, 2023
- Registered next
- Feb 27, 2023
- Branch state
- CA
- Cities
- 2, most in Beverly Hills, Ca
- Registered there that day
- 23,014 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape