DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for I•• C••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julia A Boustany | Long Beach, Ca | May 6, 2026 | Jun 5, 2026 |
| Jenna Steinhauer | Long Beach, Ca | May 18, 2026 | May 29, 2026 |
The rule
- Registrations ended
- May 6, 2026 to May 18, 2026
- Registered next
- May 29, 2026 to Jun 5, 2026
- Branch state
- CA
- Cities
- 1, most in Long Beach, Ca
- Registered there that day
- 22,647 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape