DFX Intelligence
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Team lift-out
4 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Fennell | San Diego, Ca | Aug 12, 2025 | Aug 1, 2025 |
| Kimberly Guha | Oceanside, Ca | Aug 12, 2025 | Aug 1, 2025 |
| Robert Taylor | Encinitas, Ca | Aug 12, 2025 | Aug 1, 2025 |
| Samuel Oh | San Diego, Ca | Aug 12, 2025 | Aug 1, 2025 |
The rule
- Registrations ended
- Aug 12, 2025
- Registered next
- Aug 1, 2025
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 9,075 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape