DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Lo | San Ramon, Ca | Apr 13, 2026 | Apr 14, 2026 |
| Louie J Dolor | San Diego, Ca | Apr 14, 2026 | Aug 21, 2026 |
The rule
- Registrations ended
- Apr 13, 2026 to Apr 14, 2026
- Registered next
- Apr 14, 2026 to Aug 21, 2026
- Branch state
- CA
- Cities
- 2, most in San Ramon, Ca
- Registered there that day
- 22,320 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape