DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• A•••••••• I••• for E•••••••• A•••••••• L••
unclassifiedtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marcus Gregory Hennen | Poway, Ca | Jul 23, 2026 | Jul 27, 2026 |
| Sharon Kay Peterson | Poway, Ca | Jul 23, 2026 | Jul 27, 2026 |
The rule
- Registrations ended
- Jul 23, 2026
- Registered next
- Jul 27, 2026
- Branch state
- CA
- Cities
- 1, most in Poway, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape