DFX Intelligence
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Team lift-out
2 advisors left T•••••• C••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie J Foong | Irvine, Ca | Feb 19, 2025 | Nov 29, 2017 |
| Perry James Johnson | Irvine, Ca | Feb 19, 2025 | Nov 29, 2017 |
The rule
- Registrations ended
- Feb 19, 2025
- Registered next
- Nov 29, 2017
- Branch state
- CA
- Cities
- 1, most in Irvine, Ca
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape