DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for Z••••• K••• B••••••• A•••••••
national BDtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Trevor Kenneth Kern | Soulsbyville, Ca | Oct 21, 2025 | Feb 19, 2008 |
| Steven Edward Zeller | Carmichael, Ca | Oct 29, 2025 | Feb 19, 2008 |
The rule
- Registrations ended
- Oct 21, 2025 to Oct 29, 2025
- Registered next
- Feb 19, 2008
- Branch state
- CA
- Cities
- 2, most in Soulsbyville, Ca
- Registered there that day
- 3,198 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape