DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left C••••• I••••••••• A••••••• L•• for S••••••••• W•••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Sevier | San Diego, Ca | Jan 21, 2026 | Jun 4, 2026 |
| Phylip Charles Simmons | San Diego, Ca | Jan 21, 2026 | Jun 10, 2026 |
| Sandeep Varma | San Diego, Ca | Jan 21, 2026 | May 27, 2026 |
| Steven Musser | San Diego, Ca | Jan 21, 2026 | Jul 3, 2026 |
The rule
- Registrations ended
- Jan 21, 2026
- Registered next
- May 27, 2026 to Jul 3, 2026
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 10,072 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape