DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoffrey Ryan Lemoine | San Diego, Ca | Jul 15, 2026 | Jul 1, 2026 |
| Juan C Flores Rodriguez | El Cerrito, Ca | Jul 15, 2026 | Jul 7, 2026 |
| Scott Thorpe Sutherland | San Diego, Ca | Jul 15, 2026 | Jul 1, 2026 |
| Tuan A Huynh | Fresno, Ca | Jul 15, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- Jul 15, 2026
- Registered next
- Jun 17, 2026 to Jul 7, 2026
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 14,528 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape