DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Max E Severo | Beverly Hills, Ca | Oct 20, 2025 | Oct 17, 2025 |
| Rocio Hernandez | Beverly Hills, Ca | Oct 20, 2025 | Oct 17, 2025 |
The rule
- Registrations ended
- Oct 20, 2025
- Registered next
- Oct 17, 2025
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, Ca
- Registered there that day
- 21,959 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape