DFX Intelligence
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Team lift-out
3 advisors left R•• C•••••• M••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Thomas Folsom | La Mesa, Ca | Jun 11, 2025 | Jun 5, 2025 |
| Matthew Franklin Sweeney | San Diego, Ca | Jun 11, 2025 | Jun 4, 2025 |
| Tanner John Carter | La Mesa, Ca | Jun 11, 2025 | Jun 4, 2025 |
The rule
- Registrations ended
- Jun 11, 2025
- Registered next
- Jun 4, 2025 to Jun 5, 2025
- Branch state
- CA
- Cities
- 2, most in La Mesa, Ca
- Registered there that day
- 3,494 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape