DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Fried | Pleasant Hill, Ca | Jul 7, 2026 | Jun 29, 2026 |
| Peter A Susic | Carlsbad, Ca | Jul 17, 2026 | Jul 9, 2026 |
The rule
- Registrations ended
- Jul 7, 2026 to Jul 17, 2026
- Registered next
- Jun 29, 2026 to Jul 9, 2026
- Branch state
- CA
- Cities
- 2, most in Berkeley, Ca
- Registered there that day
- 23,723 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape