DFX Intelligence
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Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for S•••••••• R•••••••• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Aarian Lashkari | Costa Mesa, Ca | Nov 4, 2025 | Nov 12, 2025 |
| Simon Robert Goldin | La Jolla, Ca | Nov 4, 2025 | Nov 10, 2025 |
| Richard W Tso | Costa Mesa, Ca | Nov 6, 2025 | Nov 12, 2025 |
The rule
- Registrations ended
- Nov 4, 2025 to Nov 6, 2025
- Registered next
- Nov 10, 2025 to Nov 12, 2025
- Branch state
- CA
- Cities
- 2, most in Costa Mesa, Ca
- Registered there that day
- 4,702 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape