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 G••••• V••• C•••••• M••••••••• L•• for T•••••••• A•••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Daly Fierro | Long Beach, Ca | Aug 5, 2026 | Aug 7, 2026 |
| Richard Wayne Gibson | Long Beach, Ca | Aug 5, 2026 | Aug 6, 2026 |
The rule
- Registrations ended
- Aug 5, 2026
- Registered next
- Aug 6, 2026 to Aug 7, 2026
- Branch state
- CA
- Cities
- 1, most in Long Beach, Ca
- Registered there that day
- 102 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- none on the tape