DFX Intelligence
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Team lift-out
7 advisors left O••••••••• for I••••••••• W••••• C••••••• L••
institutionaltoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Joseph Esposito | Escondido, Ca | Jan 16, 2025 | Nov 1, 2024 |
| Benjamin James Hodge | Escondido, Ca | Jan 16, 2025 | Feb 9, 2026 |
| Adam Francis Baker | Escondido, Ca | Jan 21, 2025 | Nov 1, 2024 |
| Daniel Thomas Dubois | Escondido, Ca | Jan 21, 2025 | Nov 4, 2024 |
| Michael Thomas Mcdaid | Escondido, Ca | Jan 21, 2025 | Nov 1, 2024 |
| Shawna Dawn Christiansen | Escondido, Ca | Jan 21, 2025 | Nov 1, 2024 |
The rule
- Registrations ended
- Jan 16, 2025 to Jan 21, 2025
- Registered next
- Nov 1, 2024 to Feb 9, 2026
- Branch state
- CA
- Cities
- 1, most in Escondido, Ca
- Registered there that day
- 294 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape