DFX Intelligence
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Team lift-out
4 advisors left C••••• I••••••••• A••••••• L•• for M••••• • C••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ida Rebeca Jardines | Valencia, Ca | Jun 23, 2026 | Jun 15, 2026 |
| Bret Schultz | Valencia, Ca | Jun 24, 2026 | Jun 15, 2026 |
| Brian John Martin | Valencia, Ca | Jun 24, 2026 | Jun 15, 2026 |
| Stephen Kenyon Johns | Northridge, Ca | Jun 24, 2026 | Jun 16, 2026 |
The rule
- Registrations ended
- Jun 23, 2026 to Jun 24, 2026
- Registered next
- Jun 15, 2026 to Jun 16, 2026
- Branch state
- CA
- Cities
- 1, most in Valencia, Ca
- Registered there that day
- 10,335 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape