DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Joseph Galante | San Diego, Ca | Aug 7, 2025 | Aug 7, 2025 |
| Megan Elizabeth Johnson | Fallbrook, Ca | Aug 7, 2025 | Aug 8, 2025 |
| Mark Douglas Erwin | Napa, Ca | Aug 8, 2025 | Aug 8, 2025 |
The rule
- Registrations ended
- Aug 7, 2025 to Aug 8, 2025
- Registered next
- Aug 7, 2025 to Aug 8, 2025
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 3,439 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape