DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoffrey Steven Dettlinger | Alamo, Ca | Mar 11, 2025 | Mar 6, 2025 |
| Matthew James Foreman | San Rafael, Ca | Mar 11, 2025 | Mar 6, 2025 |
| Terri Lynn Detre | Walnut Creek, Ca | Mar 11, 2025 | Mar 6, 2025 |
The rule
- Registrations ended
- Mar 11, 2025
- Registered next
- Mar 6, 2025
- Branch state
- CA
- Cities
- 3, most in Walnut Creek, Ca
- Registered there that day
- 13,729 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape