DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Daniel Lowey | San Clemente, Ca | Feb 27, 2025 | Feb 26, 2025 |
| Tony Peter Krvaric | San Diego, Ca | Mar 13, 2025 | Mar 10, 2025 |
| Leslie Wayne Proceviat | San Jose, Ca | Mar 19, 2025 | Mar 10, 2025 |
The rule
- Registrations ended
- Feb 27, 2025 to Mar 19, 2025
- Registered next
- Feb 26, 2025 to Mar 10, 2025
- Branch state
- CA
- Cities
- 3, most in San Clemente, Ca
- Registered there that day
- 7,869 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape