DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jackson Good | San Francisco, Ca | Feb 1, 2022 | Jul 15, 2024 |
| James Li | Livermore, Ca | Feb 7, 2022 | Mar 9, 2022 |
The rule
- Registrations ended
- Feb 1, 2022 to Feb 7, 2022
- Registered next
- Mar 9, 2022 to Jul 15, 2024
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 21,938 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape