DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alejandro Josue Sanchez | Palo Alto, Ca | Nov 5, 2024 | Dec 4, 2024 |
| Anthony Nguyen | San Jose, Ca | Nov 12, 2024 | Dec 2, 2024 |
| Priyash Mahesh Jain | Irvine, Ca | Nov 18, 2024 | Nov 18, 2024 |
| Yanni Z Chan | Ontario, Ca | Nov 26, 2024 | Nov 14, 2024 |
| Grant Goldstein | Encino, Ca | Dec 3, 2024 | Dec 10, 2024 |
| Steven Marroquin | Los Angeles, Ca | Dec 16, 2024 | Jan 8, 2025 |
The rule
- Registrations ended
- Nov 5, 2024 to Dec 16, 2024
- Registered next
- Nov 14, 2024 to Jan 8, 2025
- Branch state
- CA
- Cities
- 6, most in Palo Alto, Ca
- Registered there that day
- 23,854 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape