DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan David Obera | Sugar Loaf, Ca | Nov 27, 2025 | Nov 26, 2025 |
| Rosana Catalina Lambertini | Sugar Loaf, Ca | Nov 27, 2025 | Nov 26, 2025 |
The rule
- Registrations ended
- Nov 27, 2025
- Registered next
- Nov 26, 2025
- Branch state
- CA
- Cities
- 1, most in Sugar Loaf, Ca
- Registered there that day
- 22,106 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape