DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaycee Campuzano | Encino, Ca | Nov 10, 2023 | Nov 14, 2023 |
| Alejandro Gomez | El Segundo, Ca | Nov 15, 2023 | Nov 30, 2023 |
| Wendi Hao | Menlo Park, Ca | Nov 27, 2023 | Nov 22, 2023 |
| Jesus Andrade | Thousand Oaks, Ca | Nov 30, 2023 | Dec 6, 2023 |
| Xiaoxi Zhang | Fullerton, Ca | Dec 1, 2023 | Dec 4, 2023 |
The rule
- Registrations ended
- Nov 10, 2023 to Dec 1, 2023
- Registered next
- Nov 14, 2023 to Dec 6, 2023
- Branch state
- CA
- Cities
- 5, most in Encino, Ca
- Registered there that day
- 23,683 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape