DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andy Lam | San Mateo, Ca | May 28, 2019 | May 20, 2019 |
| Bruce Tenenbaum | San Mateo, Ca | May 29, 2019 | Apr 28, 2021 |
The rule
- Registrations ended
- May 28, 2019 to May 29, 2019
- Registered next
- May 20, 2019 to Apr 28, 2021
- Branch state
- CA
- Cities
- 1, most in San Mateo, Ca
- Registered there that day
- 7,896 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape