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 C•••••••• I••••••••• R••••••• A•••••••• I••• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Fono | Ladera Ranch, Ca | Nov 20, 2025 | Nov 13, 2025 |
| William Eric Bishoff | Ladera Ranch, Ca | Nov 20, 2025 | Nov 13, 2025 |
The rule
- Registrations ended
- Nov 20, 2025
- Registered next
- Nov 13, 2025
- Branch state
- CA
- Cities
- 1, most in Ladera Ranch, Ca
- Registered there that day
- 3,778 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape