DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for P••••••• F•••••••• S•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Joan Moon | Irvine, Ca | Oct 2, 2025 | Sep 12, 2025 |
| Mark Richard Delp | Orange, Ca | Oct 2, 2025 | Sep 12, 2025 |
The rule
- Registrations ended
- Oct 2, 2025
- Registered next
- Sep 12, 2025
- Branch state
- CA
- Cities
- 2, most in Orange, Ca
- Registered there that day
- 3,366 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape