DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jake R Digregorio | Las Vegas, Nv | Jul 24, 2026 | Oct 31, 2023 |
| Mark John Dunn | Las Vegas, Nv | Jul 24, 2026 | Nov 2, 2023 |
The rule
- Registrations ended
- Jul 24, 2026
- Registered next
- Oct 31, 2023 to Nov 2, 2023
- Branch state
- NV
- Cities
- 1, most in Las Vegas, Nv
- Registered there that day
- 908 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape