DFX Intelligence
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Team lift-out
7 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Giang Thanh Tran | San Jose, Ca | Nov 23, 2025 | Feb 19, 2026 |
| Rachel Pierson | Hemet, Ca | Dec 1, 2025 | Dec 2, 2025 |
| Robert Leonard Brood | Hemet, Ca | Dec 1, 2025 | Dec 2, 2025 |
| Robert Todd Seibert | Hemet, Ca | Dec 1, 2025 | Dec 1, 2025 |
| Jared Goodin | Oakhurst, Ca | Dec 5, 2025 | Jan 5, 2026 |
| Ronald Paul Obernolte | Bass Lake, Ca | Dec 8, 2025 | Jan 6, 2026 |
| Steven Lane Nartker | San Diego, Ca | Dec 9, 2025 | Nov 24, 2025 |
The rule
- Registrations ended
- Nov 23, 2025 to Dec 9, 2025
- Registered next
- Nov 24, 2025 to Feb 19, 2026
- Branch state
- CA
- Cities
- 5, most in Hemet, Ca
- Registered there that day
- 9,994 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape