DFX Intelligence
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Team lift-out
2 advisors left A••••• W••••• A••••••• for G•••••••• W••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leah Crystal Burnett | San Diego, Ca | Aug 11, 2026 | Oct 14, 2025 |
| Michael Anthony Delgado | San Diego, Ca | Aug 11, 2026 | Oct 14, 2025 |
The rule
- Registrations ended
- Aug 11, 2026
- Registered next
- Oct 14, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape