DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for V••• F•••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John G Bartimoccia | Sacramento, Ca | Sep 16, 2025 | Sep 12, 2025 |
| Vicki A Bartimoccia | San Diego, Ca | Sep 16, 2025 | Sep 12, 2025 |
The rule
- Registrations ended
- Sep 16, 2025
- Registered next
- Sep 12, 2025
- Branch state
- CA
- Cities
- 2, most in Sacramento, Ca
- Registered there that day
- 21,124 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape