DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for M•••••• A•••••• N••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Scaglione | Sacramento, Ca | May 28, 2026 | Feb 10, 2025 |
| Steven Roy Perry | Vista, Ca | May 28, 2026 | Dec 9, 2022 |
The rule
- Registrations ended
- May 28, 2026
- Registered next
- Dec 9, 2022 to Feb 10, 2025
- Branch state
- CA
- Cities
- 2, most in Vista, Ca
- Registered there that day
- 22,646 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape