DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taimur Ali Baig | San Diego, Ca | Mar 21, 2024 | Mar 18, 2024 |
| Joseph Patrick Ortega | La Mesa, Ca | Mar 28, 2024 | Mar 26, 2024 |
| John Demarest | Walnut Creek, Ca | Apr 2, 2024 | Nov 26, 2024 |
The rule
- Registrations ended
- Mar 21, 2024 to Apr 2, 2024
- Registered next
- Mar 18, 2024 to Nov 26, 2024
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 20,430 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape