DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica A Blount | Sherman Oaks, Ca | Feb 24, 2025 | Feb 14, 2025 |
| Pukar Joshi | San Francisco, Ca | Feb 26, 2025 | May 7, 2025 |
The rule
- Registrations ended
- Feb 24, 2025 to Feb 26, 2025
- Registered next
- Feb 14, 2025 to May 7, 2025
- Branch state
- CA
- Cities
- 2, most in Sherman Oaks, Ca
- Registered there that day
- 2,096 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape