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
3 advisors left M••••• S•••••• for C••••••• S••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darren Andrew Wald | Santa Monica, Ca | Jun 18, 2026 | Jun 17, 2026 |
| Gregory Christopher Sherman | Redondo Beach, Ca | Jun 18, 2026 | Jun 17, 2026 |
| Trevor A Wade | Santa Monica, Ca | Jun 18, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- Jun 18, 2026
- Registered next
- Jun 17, 2026
- Branch state
- CA
- Cities
- 2, most in Santa Monica, Ca
- Registered there that day
- 22,787 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape