DFX Intelligence
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Team lift-out
3 advisors left L•• E••••••••• L•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rex Wang | San Jose, Ca | Apr 6, 2026 | Apr 7, 2026 |
| Joycelyn Love Tran | San Jose, Ca | Apr 15, 2026 | Apr 7, 2026 |
The rule
- Registrations ended
- Apr 6, 2026 to Apr 15, 2026
- Registered next
- Apr 7, 2026
- Branch state
- CA
- Cities
- 1, most in San Jose, Ca
- Registered there that day
- 2,911 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape