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Team lift-out

2 advisors left C••••••••• F•••••••• N•••••• for E•••••••• A•••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Patrick DixonNewport Beach, CaMay 13, 2025May 12, 2025
Victoria Leigh DixonNewport Beach, CaMay 13, 2025May 12, 2025
The rule
Registrations ended
May 13, 2025
Registered next
May 12, 2025
Branch state
CA
Cities
1, most in Newport Beach, Ca
Registered there that day
3,496 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape