DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for T•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Charles Mclean | San Diego, Ca | Apr 2, 2026 | Oct 3, 2023 |
| Joshua Albert Stipcich | Atascadero, Ca | Apr 2, 2026 | Sep 26, 2023 |
| Tyler James Abney | Atascadero, Ca | Apr 2, 2026 | Sep 26, 2023 |
The rule
- Registrations ended
- Apr 2, 2026
- Registered next
- Sep 26, 2023 to Oct 3, 2023
- Branch state
- CA
- Cities
- 2, most in Atascadero, Ca
- Registered there that day
- 22,260 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape