DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for C•••••• A•••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Hejlik | San Francisco, Ca | May 7, 2024 | Apr 19, 2024 |
| Steve Ching | San Francisco, Ca | May 7, 2024 | Apr 19, 2024 |
The rule
- Registrations ended
- May 7, 2024
- Registered next
- Apr 19, 2024
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 10,386 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape