DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ronald James Meraz | Pasadena, Ca | Jul 1, 2025 | Sep 4, 2025 |
| Stephanie Garcia | Bakersfield, Ca | Jul 1, 2025 | Jul 22, 2025 |
The rule
- Registrations ended
- Jul 1, 2025
- Registered next
- Jul 22, 2025 to Sep 4, 2025
- Branch state
- CA
- Cities
- 2, most in Pasadena, Ca
- Registered there that day
- 24,447 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape