DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••• F•••••••• S•••••••• L••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hope Witteman | San Diego, Ca | Aug 1, 2025 | Aug 25, 2025 |
| Megan Polizzi | San Diego, Ca | Aug 1, 2025 | Aug 28, 2025 |
The rule
- Registrations ended
- Aug 1, 2025
- Registered next
- Aug 25, 2025 to Aug 28, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape