DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Huy Dinh Pham | Newport Beach, Ca | Mar 18, 2024 | Mar 15, 2024 |
| Samuel Miller | Newport Beach, Ca | Mar 18, 2024 | May 21, 2025 |
| Young Moon | Santa Clarita, Ca | Mar 18, 2024 | Aug 29, 2024 |
| Harish Kumar | Sacramento, Ca | Mar 25, 2024 | Mar 26, 2024 |
The rule
- Registrations ended
- Mar 18, 2024
- Registered next
- Mar 15, 2024 to May 21, 2025
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 23,632 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape