DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Alan Gerardi | Spring Valley, Ca | Mar 12, 2025 | Mar 10, 2025 |
| Stephen Craig Williams | Ontario, Ca | Mar 13, 2025 | Mar 10, 2025 |
The rule
- Registrations ended
- Mar 12, 2025 to Mar 13, 2025
- Registered next
- Mar 10, 2025
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 7,559 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape