DFX Intelligence
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Team lift-out
2 advisors left 3•• A•••••••• L•• for C••••• C•••••• P•••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Mark Wheeler | San Diego, Ca | Dec 31, 2023 | Sep 24, 2025 |
| Ryan Scott Ponsford | San Diego, Ca | Dec 31, 2023 | Dec 11, 2025 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Sep 24, 2025 to Dec 11, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, 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