DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••••• L•• for C•••• C•••••• S••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Patrick Jenkins | Sacramento, Ca | Jan 2, 2026 | Jan 5, 2023 |
| John Reed Mickelson | Sacramento, Ca | Jan 2, 2026 | Jan 3, 2023 |
The rule
- Registrations ended
- Jan 2, 2026
- Registered next
- Jan 3, 2023 to Jan 5, 2023
- Branch state
- CA
- Cities
- 1, most in Sacramento, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape