DFX Intelligence
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Team lift-out
2 advisors left A••••••••• I••• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grant Michael Lockwood | Concord, Ca | Feb 4, 2026 | Feb 2, 2026 |
| Daniel Christopher Beeson | Concord, Ca | Feb 17, 2026 | Mar 4, 2026 |
The rule
- Registrations ended
- Feb 4, 2026 to Feb 17, 2026
- Registered next
- Feb 2, 2026 to Mar 4, 2026
- Branch state
- CA
- Cities
- 1, most in Concord, Ca
- Registered there that day
- 183 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape