DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• G••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly M. Morris | San Diego, Ca | Nov 3, 2025 | Nov 3, 2025 |
| Suzanne Christiansen De Graw | Carlsbad, Ca | Nov 3, 2025 | Nov 3, 2025 |
The rule
- Registrations ended
- Nov 3, 2025
- Registered next
- Nov 3, 2025
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 463 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape