DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• M••••••• L•• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Daniel Bullard | Rancho Palos Verdes, Ca | Aug 22, 2025 | Aug 15, 2025 |
| Greg Prahser | Aredondo Beach, Ca | Sep 5, 2025 | Aug 28, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Aug 22, 2025 to Sep 5, 2025
- Registered next
- Aug 15, 2025 to Aug 28, 2025
- Branch state
- CA
- Cities
- 2, most in Rancho Palos Verdes, Ca
- Registered there that day
- 3,539 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape