DFX Intelligence
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Team lift-out
2 advisors left G•••••• S•••• W••••• S•••••••• L••• for S•••••••• A••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dylan Maggio | Newport Beach, Ca | May 29, 2025 | Jun 17, 2026 |
| James Kiet Bui | Newport Beach, Ca | May 29, 2025 | Jun 9, 2025 |
The rule
- Registrations ended
- May 29, 2025
- Registered next
- Jun 9, 2025 to Jun 17, 2026
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 950 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape