DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Walker | Orinda, Ca | Jun 2, 2025 | Oct 27, 2025 |
| Tuan Anh Tran | San Jose, Ca | Jun 4, 2025 | May 23, 2025 |
The rule
- Registrations ended
- Jun 2, 2025 to Jun 4, 2025
- Registered next
- May 23, 2025 to Oct 27, 2025
- Branch state
- CA
- Cities
- 2, most in Orinda, Ca
- Registered there that day
- 11,728 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape