DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alice Ruiz | San Jose, Ca | Feb 9, 2022 | Apr 5, 2022 |
| Amit Patel | Irvine, Ca | Feb 23, 2022 | May 4, 2022 |
The rule
- Registrations ended
- Feb 9, 2022 to Feb 23, 2022
- Registered next
- Apr 5, 2022 to May 4, 2022
- Branch state
- CA
- Cities
- 2, most in San Jose, Ca
- Registered there that day
- 6,531 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape