DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Pedro Alaniz | Pasadena, Ca | Oct 17, 2025 | Oct 21, 2025 |
| Jamar Daniel Cokley | Newport Beach, Ca | Oct 18, 2025 | Sep 19, 2025 |
The rule
- Registrations ended
- Oct 17, 2025 to Oct 18, 2025
- Registered next
- Sep 19, 2025 to Oct 21, 2025
- Branch state
- CA
- Cities
- 2, most in Pasadena, Ca
- Registered there that day
- 5,931 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape