DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patricia Supan Bacho | Irvine, Ca | May 6, 2024 | May 29, 2024 |
| Andrew Brynmor Mason | Beverly Hills, Ca | May 17, 2024 | May 31, 2024 |
| Jennifer Smith | San Jose, Ca | May 22, 2024 | May 29, 2024 |
The rule
- Registrations ended
- May 6, 2024 to May 22, 2024
- Registered next
- May 29, 2024 to May 31, 2024
- Branch state
- CA
- Cities
- 3, most in Irvine, Ca
- Registered there that day
- 8,849 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape