DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for C•••••• S••••• • C••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Rizza | Newport Beach, Ca | Mar 25, 2025 | Apr 8, 2025 |
| Daliya Mansour | San Diego, Ca | Mar 28, 2025 | Apr 16, 2025 |
The rule
- Registrations ended
- Mar 25, 2025 to Mar 28, 2025
- Registered next
- Apr 8, 2025 to Apr 16, 2025
- Branch state
- CA
- Cities
- 2, most in Newport Beach, Ca
- Registered there that day
- 11,577 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape