DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for A••••••• F•••••••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Brent Beer | Concord, Ca | Apr 29, 2025 | Aug 8, 2025 |
| Kevin Jeremy Fox | Poway, Ca | Apr 29, 2025 | Oct 23, 2025 |
The rule
- Registrations ended
- Apr 29, 2025
- Registered next
- Aug 8, 2025 to Oct 23, 2025
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 7,581 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape