DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 22, 2025 to Jun 4, 2025
- Registered next
- Jul 29, 2025 to Jun 17, 2026
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 4,584 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape