DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for U••• B•••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Valery Jenisen Hernandez | Long Beach, Ca | May 26, 2025 | Jun 9, 2025 |
| Luu Elizabeth Mathias | Granite Bay, Ca | May 28, 2025 | May 29, 2025 |
The rule
- Registrations ended
- May 26, 2025 to May 28, 2025
- Registered next
- May 29, 2025 to Jun 9, 2025
- Branch state
- CA
- Cities
- 2, most in Long Beach, Ca
- Registered there that day
- 11,713 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape