DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bao Pham | Brea, Ca | Sep 4, 2025 | Jan 26, 2026 |
| Timothy James Rodney | Brea, Ca | Sep 4, 2025 | Jan 26, 2026 |
The rule
- Registrations ended
- Sep 4, 2025
- Registered next
- Jan 26, 2026
- Branch state
- CA
- Cities
- 1, most in Brea, Ca
- Registered there that day
- 977 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape