DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexandra Sonnenberg | San Diego, Ca | Jul 10, 2024 | Jul 10, 2024 |
| Kimberlie Jo Sonnenberg | San Diego, Ca | Jul 10, 2024 | Jul 10, 2024 |
The rule
- Registrations ended
- Jul 10, 2024
- Registered next
- Jul 10, 2024
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 3,429 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape