DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 24, 2025 to Jul 30, 2025
- Registered next
- Jul 18, 2025 to Jul 22, 2025
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 20,675 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape