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
2 advisors left T• A••••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
no RAUMtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Li Xu | Menlo Park, Ca | Mar 30, 2021 | Apr 19, 2021 |
| Cynthia Yelda Audish | San Diego, Ca | Apr 13, 2021 | May 21, 2021 |
The rule
- Registrations ended
- Mar 30, 2021 to Apr 13, 2021
- Registered next
- Apr 19, 2021 to May 21, 2021
- Branch state
- CA
- Cities
- 2, most in Menlo Park, Ca
- Registered there that day
- 1,151 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape