DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Ryan Berg | Victorville, Ca | Jul 28, 2025 | Aug 1, 2025 |
| Amy Sue Wasley Palmer | San Diego, Ca | Aug 6, 2025 | May 28, 2026 |
The rule
- Registrations ended
- Jul 28, 2025 to Aug 6, 2025
- Registered next
- Aug 1, 2025 to May 28, 2026
- Branch state
- CA
- Cities
- 2, most in Victorville, Ca
- Registered there that day
- 469 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape