DFX Intelligence
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Team lift-out
2 advisors left N•••••• A•••••••• L•• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Robert Price | Burlingame, Ca | Jan 5, 2026 | Mar 20, 2026 |
| Peter Klos | San Francisco, Ca | Jan 5, 2026 | Feb 20, 2026 |
The rule
- Registrations ended
- Jan 5, 2026
- Registered next
- Feb 20, 2026 to Mar 20, 2026
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 58 (people still on IAPD; an estimate)
- Share of that headcount
- 3.4%
- Succession by the destination
- none on the tape