DFX Intelligence
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Team lift-out
2 advisors left C••••••••• A•••• M••••••••• L•• for C••••••••• F••••
state registeredtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Edward Engelberg | San Diego, Ca | Jan 13, 2026 | Feb 24, 2026 |
| Matthew Edwin Parkhurst | San Diego, Ca | Jan 13, 2026 | Feb 24, 2026 |
The rule
- Registrations ended
- Jan 13, 2026
- Registered next
- Feb 24, 2026
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape