DFX Intelligence
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Team lift-out
3 advisors left W••••••• F•••••••• S•••••••• I••• for G•••• M• F•••••••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaclyn Paige Mazur | Carlsbad, Ca | Jan 19, 2024 | Oct 3, 2017 |
| Jennifer Erdmann Logan | San Diego, Ca | Jan 19, 2024 | Oct 3, 2017 |
| Lily Fallah | Carlsbad, Ca | Jan 19, 2024 | Jul 11, 2023 |
The rule
- Registrations ended
- Jan 19, 2024
- Registered next
- Oct 3, 2017 to Jul 11, 2023
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 1,300 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape