DFX Intelligence
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Team lift-out
2 advisors left K•••••••• W••••• A•••••••• L•• for E•••••• E••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Jason Ferneau | San Diego, Ca | Mar 19, 2025 | Mar 18, 2025 |
| Matthew J Nielsen | San Diego, Ca | Mar 25, 2025 | Mar 31, 2025 |
| Rikin Kaushik Patel | San Diego, Ca | Mar 25, 2025 | Mar 27, 2025 |
The rule
- Registrations ended
- Mar 19, 2025 to Mar 25, 2025
- Registered next
- Mar 18, 2025 to Mar 27, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 95 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape