DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for S•••••••• A••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Talal Abdo | Mission Viejo, Ca | Jun 14, 2025 | Jul 1, 2025 |
| Ryan Clay Schwartz | Mission Viejo, Ca | Jun 20, 2025 | Aug 11, 2025 |
The rule
- Registrations ended
- Jun 14, 2025 to Jun 20, 2025
- Registered next
- Jul 1, 2025 to Aug 11, 2025
- Branch state
- CA
- Cities
- 1, most in Mission Viejo, Ca
- Registered there that day
- 5,677 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape