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
2 advisors left W•••••• B•••• • C•••••• L••••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 24, 2026
- Registered next
- Apr 22, 2026 to Apr 23, 2026
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 315 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape