DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristian Pavlov | San Leandro, Ca | Dec 11, 2025 | Dec 4, 2025 |
| Angela Beth Fogleman | Carlsbad, Ca | Dec 12, 2025 | Dec 16, 2025 |
The rule
- Registrations ended
- Dec 11, 2025 to Dec 12, 2025
- Registered next
- Dec 4, 2025 to Dec 16, 2025
- Branch state
- CA
- Cities
- 2, most in San Leandro, Ca
- Registered there that day
- 12,754 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape