DFX Intelligence
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Team lift-out
5 advisors left F••••••••• A••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Christopher Furstner | Danville, Ca | Jan 8, 2026 | Dec 9, 2025 |
| James William Diehl | San Ramon, Ca | Jan 8, 2026 | Dec 9, 2025 |
| Jason J Lee | San Ramon, Ca | Jan 8, 2026 | Dec 8, 2025 |
| Stephen Zhou | San Ramon, Ca | Jan 8, 2026 | Dec 8, 2025 |
| Wesley Mitsuo Yamada | Walnut Creek, Ca | Jan 8, 2026 | Dec 9, 2025 |
The rule
- Registrations ended
- Jan 8, 2026
- Registered next
- Dec 8, 2025 to Dec 9, 2025
- Branch state
- CA
- Cities
- 3, most in San Ramon, Ca
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 28%
- Succession by the destination
- none on the tape